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 8-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 | $8,943 | $183,963-95.1% | $162,163-94.5% | $152,861-94.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 61.13% | 150.76%-89.6pp | 115.59%-54.5pp | 345.32%-284.2pp |
| Employer contribution / active EE | $1,155 | $6,371-81.9% | $5,614-79.4% | $4,762-75.7% |
| Participant deferral / active EE | $5,444 | $8,034-32.2% | $7,298-25.4% | $5,850-6.9% |
| Admin fee / account holder | $149 | $13,121-98.9% | $10,843-98.6% | $11,596-98.7% |