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 | $1,775 | $226,064-99.2% | $182,532-99.0% | $152,861-98.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 31.20% | 192.51%-161.3pp | 148.54%-117.3pp | 345.32%-314.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,354 | $6,368-78.7% | $5,524-75.5% | $5,850-76.9% |
| Admin fee / account holder | $224 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |