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 | $1,910 | $107,934-98.2% | $91,989-97.9% | $152,861-98.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 72.22% | 89.24%-17.0pp | 69.02%+3.2pp | 345.32%-273.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,078 | $6,364-51.6% | $5,923-48.0% | $5,850-47.4% |
| Admin fee / account holder | $75 | $10,520-99.3% | $7,743-99.0% | $11,596-99.4% |