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 10-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 | $26,555 | $217,402-87.8% | $185,823-85.7% | $167,490-84.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.14% | 148.36%-121.2pp | 122.05%-94.9pp | 478.56%-451.4pp |
| Employer contribution / active EE | $142 | $5,873-97.6% | $5,167-97.3% | $4,837-97.1% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |