See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,976 | $129,217-93.8% | $93,406-91.5% | $158,922-95.0% |
| Participation rate | 95.7% | 71.0%+24.7pp | 66.8%+28.8pp | 82.0%+13.7pp |
| Annual return | 18.34% | 118.21%-99.9pp | 78.05%-59.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,320 | $3,909-40.7% | $3,126-25.8% | $5,982-61.2% |
| Admin fee / account holder | $72 | $7,383-99.0% | $5,230-98.6% | $11,246-99.4% |