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 7-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 | $4,597 | $165,335-97.2% | $149,696-96.9% | $158,922-97.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 96.89% | 348.15%-251.3pp | 276.60%-179.7pp | 302.83%-205.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,440 | $7,181-66.0% | $6,842-64.3% | $5,982-59.2% |
| Admin fee / account holder | $75 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |