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 6-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 | $7,406 | $57,281-87.1% | $86,612-91.4% | $75,163-90.1% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | 23.05% | 2670.75%-2647.7pp | 591.07%-568.0pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,920 | $3,318-12.0% | $4,438-34.2% | $4,125-29.2% |
| Admin fee / account holder | $266 | $4,112-93.5% | $5,614-95.3% | $5,651-95.3% |