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 | $4,879 | $165,335-97.0% | $149,696-96.7% | $158,922-96.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 134.14% | 348.15%-214.0pp | 276.60%-142.5pp | 302.83%-168.7pp |
| Employer contribution / active EE | $550 | $5,103-89.2% | $4,644-88.2% | $4,761-88.4% |
| Participant deferral / active EE | $3,300 | $7,181-54.0% | $6,842-51.8% | $5,982-44.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |