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 | $12,929 | $77,145-83.2% | $108,410-88.1% | $85,850-84.9% |
| Participation rate | 76.1% | 74.7%+1.4pp | 80.1%-4.0pp | 69.3%+6.8pp |
| Annual return | 65.65% | 44.54%+21.1pp | 905.27%-839.6pp | 318.53%-252.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,288 | $5,566-5.0% | $6,563-19.4% | $3,952+33.8% |
| Admin fee / account holder | $183 | $5,172-96.5% | $7,295-97.5% | $6,260-97.1% |