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 3-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 | $2,443 | $102,604-97.6% | $86,188-97.2% | $139,434-98.2% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.7pp |
| Annual return | 157.99% | 1922.51%-1764.5pp | 1168.45%-1010.5pp | 372.94%-215.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,770 | $4,676-62.1% | $3,985-55.6% | $6,710-73.6% |
| Admin fee / account holder | $17 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |