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 | $13,876 | $126,574-89.0% | $106,213-86.9% | $145,922-90.5% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 19.96% | 224.79%-204.8pp | 116.14%-96.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $300 | $3,730-92.0% | $3,171-90.5% | $4,660-93.6% |
| Participant deferral / active EE | $6,429 | $5,724+12.3% | $5,016+28.2% | $6,688-3.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |