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 3-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 | $40,244 | $103,031-60.9% | $78,805-48.9% | $357,791-88.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 16.25% | -11.97%+28.2pp | -2.71%+19.0pp | 396.79%-380.5pp |
| Employer contribution / active EE | $3,196 | $6,909-53.7% | $4,059-21.3% | $7,508-57.4% |
| Participant deferral / active EE | $10,424 | $5,060+106.0% | $3,584+190.8% | $5,521+88.8% |
| Admin fee / account holder | $0 | $5,883-100.0% | $5,677-100.0% | $28,387-100.0% |