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 | $15,060 | $59,107-74.5% | $86,436-82.6% | $68,494-78.0% |
| Participation rate | 95.1% | 75.2%+19.8pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | 529.75% | -0.23%+530.0pp | 4394.89%-3865.1pp | -7.84%+537.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,008 | $5,901+1.8% | $6,952-13.6% | $4,027+49.2% |
| Admin fee / account holder | $139 | $5,637-97.5% | $6,731-97.9% | $5,403-97.4% |