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 | $915 | $84,402-98.9% | $61,373-98.5% | $134,475-99.3% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -20.57% | 584.55%-605.1pp | 338.61%-359.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $418 | $2,819-85.2% | $2,125-80.3% | $6,400-93.5% |
| Admin fee / account holder | $9 | $2,585-99.6% | $2,130-99.6% | $11,426-99.9% |