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 7-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 | $9,624 | $72,277-86.7% | $101,248-90.5% | $79,858-87.9% |
| Participation rate | 71.7% | 68.5%+3.3pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 95.64% | 22.30%+73.3pp | 46.47%+49.2pp | 31.71%+63.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,057 | $3,282-37.3% | $4,370-52.9% | $3,740-45.0% |
| Admin fee / account holder | $12 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |