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 | $8,443 | $171,865-95.1% | $149,718-94.4% | $147,584-94.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 29.03% | 2113.22%-2084.2pp | 1501.63%-1472.6pp | 578.55%-549.5pp |
| Employer contribution / active EE | $1,324 | $6,275-78.9% | $5,445-75.7% | $4,876-72.8% |
| Participant deferral / active EE | $3,364 | $7,271-53.7% | $6,569-48.8% | $5,439-38.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |