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 4-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 | $6,719 | $65,561-89.8% | $86,188-92.2% | $75,163-91.1% |
| Participation rate | 94.8% | 60.5%+34.3pp | 69.0%+25.8pp | 67.2%+27.6pp |
| Annual return | 26.63% | 46.05%-19.4pp | 1168.45%-1141.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,078 | $3,024+34.9% | $3,985+2.3% | $4,125-1.2% |
| Admin fee / account holder | $206 | $5,474-96.2% | $6,852-97.0% | $5,651-96.4% |