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 7-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 | $5,509 | $209,832-97.4% | $189,513-97.1% | $167,490-96.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.40% | 748.27%-716.9pp | 555.15%-523.8pp | 478.56%-447.2pp |
| Employer contribution / active EE | $1,506 | $6,914-78.2% | $6,162-75.6% | $4,837-68.9% |
| Participant deferral / active EE | $4,743 | $8,935-46.9% | $8,221-42.3% | $6,341-25.2% |
| Admin fee / account holder | $196 | $14,293-98.6% | $12,045-98.4% | $12,309-98.4% |