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 | $7,770 | $85,766-90.9% | $136,294-94.3% | $70,131-88.9% |
| Participation rate | 91.4% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 45.22% | 31.45%+13.8pp | 5155.94%-5110.7pp | 73.14%-27.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,805 | $5,051-24.7% | $6,247-39.1% | $3,332+14.2% |
| Admin fee / account holder | $41 | $5,420-99.2% | $9,243-99.6% | $4,645-99.1% |