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 | $9,877 | $105,181-90.6% | $159,436-93.8% | $85,850-88.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 21.37% | 45.07%-23.7pp | 263.57%-242.2pp | 318.53%-297.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,299 | $5,945-27.7% | $7,352-41.5% | $3,952+8.8% |
| Admin fee / account holder | $141 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |