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 7-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 | $12,810 | $77,145-83.4% | $108,410-88.2% | $85,850-85.1% |
| Participation rate | 82.8% | 74.7%+8.1pp | 80.1%+2.6pp | 69.3%+13.4pp |
| Annual return | 74.46% | 44.54%+29.9pp | 905.27%-830.8pp | 318.53%-244.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,308 | $5,566-40.6% | $6,563-49.6% | $3,952-16.3% |
| Admin fee / account holder | $6 | $5,172-99.9% | $7,295-99.9% | $6,260-99.9% |