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 | $13,258 | $183,963-92.8% | $162,163-91.8% | $152,861-91.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 42.71% | 150.76%-108.1pp | 115.59%-72.9pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,214 | $6,371-80.9% | $5,614-78.4% | $4,762-74.5% |
| Participant deferral / active EE | $7,667 | $8,034-4.6% | $7,298+5.1% | $5,850+31.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |