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 7-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 | $470 | $176,377-99.7% | $134,143-99.6% | $158,922-99.7% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.6pp | 82.0%-9.2pp |
| Annual return | 143.52% | 63.63%+79.9pp | 36.33%+107.2pp | 302.83%-159.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $355 | $4,091-91.3% | $3,499-89.8% | $5,982-94.1% |
| Admin fee / account holder | $2 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |