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 | $4,730 | $169,032-97.2% | $129,207-96.3% | $145,922-96.8% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 22.99% | 14330.11%-14307.1pp | 9417.33%-9394.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,598 | $4,987+12.2% | $4,168+34.3% | $6,688-16.3% |
| Admin fee / account holder | $17 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |