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 3-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 | $735 | $76,738-99.0% | $56,411-98.7% | $145,922-99.5% |
| Participation rate | 70.8% | 63.2%+7.6pp | 52.5%+18.4pp | 80.3%-9.4pp |
| Annual return | 20.06% | 2994.23%-2974.2pp | 1701.33%-1681.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $565 | $2,623-78.5% | $1,952-71.1% | $6,688-91.6% |
| Admin fee / account holder | $72 | $3,334-97.9% | $2,829-97.5% | $13,397-99.5% |