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 6-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 | $6,170 | $65,409-90.6% | $98,442-93.7% | $85,850-92.8% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.3%+15.9pp |
| Annual return | 18.33% | 21.76%-3.4pp | 1492.73%-1474.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,306 | $3,166+4.4% | $4,276-22.7% | $3,952-16.3% |
| Admin fee / account holder | $258 | $4,593-94.4% | $5,949-95.7% | $6,260-95.9% |