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 | $2,094 | $65,409-96.8% | $98,442-97.9% | $85,850-97.6% |
| Participation rate | 92.2% | 65.0%+27.2pp | 73.3%+18.8pp | 69.3%+22.8pp |
| Annual return | 14.59% | 21.76%-7.2pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,409 | $3,166-55.5% | $4,276-67.1% | $3,952-64.3% |
| Admin fee / account holder | $170 | $4,593-96.3% | $5,949-97.1% | $6,260-97.3% |