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 | $6,585 | $102,966-93.6% | $90,281-92.7% | $152,861-95.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.05% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $139 | $3,139-95.6% | $2,854-95.1% | $4,762-97.1% |
| Participant deferral / active EE | $1,106 | $4,281-74.2% | $3,885-71.5% | $5,850-81.1% |
| Admin fee / account holder | $104 | $6,171-98.3% | $5,351-98.1% | $11,596-99.1% |