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 | $14,271 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.20% | 1049.08%-1019.9pp | 5155.94%-5126.7pp | 578.55%-549.3pp |
| Employer contribution / active EE | $808 | $5,256-84.6% | $4,695-82.8% | $4,876-83.4% |
| Participant deferral / active EE | $5,652 | $6,630-14.8% | $6,247-9.5% | $5,439+3.9% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |