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 | $17,571 | $100,041-82.4% | $149,718-88.3% | $70,131-74.9% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.6pp |
| Annual return | 23.82% | 27.43%-3.6pp | 1501.63%-1477.8pp | 73.14%-49.3pp |
| Employer contribution / active EE | $943 | $3,662-74.2% | $5,445-82.7% | $2,342-59.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $266 | $8,286-96.8% | $11,283-97.6% | $4,645-94.3% |