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 6-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 | $1,829 | $96,305-98.1% | $80,569-97.7% | $139,434-98.7% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 20.25% | 1350.08%-1329.8pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $906 | $5,232-82.7% | $4,447-79.6% | $6,710-86.5% |
| Admin fee / account holder | $28 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |