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 | $9,788 | $98,750-90.1% | $149,696-93.5% | $79,858-87.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 128.21% | 27.43%+100.8pp | 276.60%-148.4pp | 31.71%+96.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,612 | $5,680-18.8% | $6,842-32.6% | $3,740+23.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |