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 9-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 | $18,099 | $171,865-89.5% | $149,718-87.9% | $147,584-87.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 34.77% | 2113.22%-2078.4pp | 1501.63%-1466.9pp | 578.55%-543.8pp |
| Employer contribution / active EE | $872 | $6,275-86.1% | $5,445-84.0% | $4,876-82.1% |
| Participant deferral / active EE | $10,079 | $7,271+38.6% | $6,569+53.4% | $5,439+85.3% |
| Admin fee / account holder | $83 | $13,799-99.4% | $11,283-99.3% | $10,885-99.2% |