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 | $2,439 | $162,781-98.5% | $133,956-98.2% | $158,922-98.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 142.57% | 41.94%+100.6pp | 45.09%+97.5pp | 302.83%-160.3pp |
| Employer contribution / active EE | $164 | $4,975-96.7% | $3,919-95.8% | $4,761-96.5% |
| Participant deferral / active EE | $2,778 | $5,911-53.0% | $5,048-45.0% | $5,982-53.6% |
| Admin fee / account holder | $3 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |