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 | $19,056 | $180,449-89.4% | $154,107-87.6% | $135,375-85.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.27% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $938 | $6,035-84.5% | $5,298-82.3% | $4,779-80.4% |
| Participant deferral / active EE | $9,790 | $5,806+68.6% | $5,081+92.7% | $5,609+74.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |