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 | $12,257 | $176,377-93.1% | $134,143-90.9% | $158,922-92.3% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 81.51% | 63.63%+17.9pp | 36.33%+45.2pp | 302.83%-221.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,598 | $4,091+12.4% | $3,499+31.4% | $5,982-23.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |