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 | $4,291 | $111,724-96.2% | $93,606-95.4% | $145,922-97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 135.56% | 202.98%-67.4pp | 133.20%+2.4pp | 561.29%-425.7pp |
| Employer contribution / active EE | $169 | $3,090-94.5% | $2,420-93.0% | $4,660-96.4% |
| Participant deferral / active EE | $3,899 | $4,912-20.6% | $4,411-11.6% | $6,688-41.7% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |