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 | $8,527 | $95,971-91.1% | $74,550-88.6% | $135,375-93.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.21% | 56.96%-65.2pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $196 | $2,716-92.8% | $1,961-90.0% | $4,779-95.9% |
| Participant deferral / active EE | $813 | $3,843-78.8% | $3,108-73.8% | $5,609-85.5% |
| Admin fee / account holder | $77 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |