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 | $13,907 | $98,750-85.9% | $149,696-90.7% | $79,858-82.6% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 88.77% | 27.43%+61.3pp | 276.60%-187.8pp | 31.71%+57.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,067 | $5,680+6.8% | $6,842-11.3% | $3,740+62.2% |
| Admin fee / account holder | $82 | $6,053-98.6% | $9,309-99.1% | $5,306-98.5% |