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 8-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 | $6,702 | $202,318-96.7% | $172,739-96.1% | $152,861-95.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 45.39% | 1029.65%-984.3pp | 802.84%-757.5pp | 345.32%-299.9pp |
| Employer contribution / active EE | $928 | $5,856-84.1% | $5,143-81.9% | $4,762-80.5% |
| Participant deferral / active EE | $2,704 | $5,948-54.5% | $5,198-48.0% | $5,850-53.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |