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 4-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 | $1,281 | $30,400-95.8% | $53,898-97.6% | $84,808-98.5% |
| Participation rate | 88.0% | 46.4%+41.6pp | 55.0%+33.0pp | 68.3%+19.7pp |
| Annual return | 20.65% | 500.19%-479.5pp | 528.60%-508.0pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $502 | $1,199-58.1% | $1,826-72.5% | $4,212-88.1% |
| Admin fee / account holder | $7 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |