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 | $1,824 | $158,398-98.8% | $126,539-98.6% | $142,382-98.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 13.98% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,021 | $4,767-78.6% | $4,083-75.0% | $6,507-84.3% |
| Admin fee / account holder | $9 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |