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 | $7,797 | $160,055-95.1% | $140,016-94.4% | $135,375-94.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.03% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,051 | $6,420-83.6% | $5,606-81.3% | $4,779-78.0% |
| Participant deferral / active EE | $3,263 | $7,642-57.3% | $6,927-52.9% | $5,609-41.8% |
| Admin fee / account holder | $164 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |