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 4-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 | $1,823 | $102,604-98.2% | $86,188-97.9% | $139,434-98.7% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.0%+15.3pp | 80.3%+3.9pp |
| Annual return | 64.80% | 1922.51%-1857.7pp | 1168.45%-1103.6pp | 372.94%-308.1pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,542 | $4,676-67.0% | $3,985-61.3% | $6,710-77.0% |
| Admin fee / account holder | $98 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |