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 9-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 | $9,132 | $150,440-93.9% | $136,294-93.3% | $147,584-93.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 266.26% | 1049.08%-782.8pp | 5155.94%-4889.7pp | 578.55%-312.3pp |
| Employer contribution / active EE | $527 | $5,256-90.0% | $4,695-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $8,304 | $6,630+25.2% | $6,247+32.9% | $5,439+52.7% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |