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 8-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 | $5,023 | $108,919-95.4% | $100,391-95.0% | $145,922-96.6% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 32.40% | 57.88%-25.5pp | 49.20%-16.8pp | 561.29%-528.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,166 | $8,445-38.8% | $8,082-36.1% | $6,688-22.8% |
| Admin fee / account holder | $137 | $9,689-98.6% | $7,899-98.3% | $13,397-99.0% |