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 | $3,978 | $105,181-96.2% | $159,436-97.5% | $85,850-95.4% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.8%-9.4pp | 69.3%+4.2pp |
| Annual return | 179.96% | 45.07%+134.9pp | 263.57%-83.6pp | 318.53%-138.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,667 | $5,945-55.1% | $7,352-63.7% | $3,952-32.5% |
| Admin fee / account holder | $121 | $6,933-98.3% | $10,799-98.9% | $6,260-98.1% |