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 6-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 | $16,366 | $105,181-84.4% | $159,436-89.7% | $85,850-80.9% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 1708.22% | 45.07%+1663.1pp | 263.57%+1444.7pp | 318.53%+1389.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,913 | $5,945-0.5% | $7,352-19.6% | $3,952+49.6% |
| Admin fee / account holder | $247 | $6,933-96.4% | $10,799-97.7% | $6,260-96.1% |