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 10-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 | $1,639 | $48,076-96.6% | $78,689-97.9% | $62,891-97.4% |
| Participation rate | 86.2% | 65.2%+20.9pp | 73.6%+12.6pp | 69.3%+16.8pp |
| Annual return | 1016.37% | 31.35%+985.0pp | 62.18%+954.2pp | 20.14%+996.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,730 | $2,588-33.2% | $3,517-50.8% | $3,203-46.0% |
| Admin fee / account holder | $10 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |