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 3-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 | $1,161 | $29,660-96.1% | $56,411-97.9% | $80,856-98.6% |
| Participation rate | 88.5% | 41.6%+46.9pp | 52.5%+36.1pp | 67.6%+20.9pp |
| Annual return | 14.69% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $405 | $1,226-67.0% | $1,952-79.3% | $4,296-90.6% |
| Admin fee / account holder | $8 | $2,428-99.7% | $2,829-99.7% | $6,918-99.9% |