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 | $8,390 | $65,561-87.2% | $86,188-90.3% | $75,163-88.8% |
| Participation rate | 88.7% | 60.5%+28.2pp | 69.0%+19.7pp | 67.2%+21.5pp |
| Annual return | 34.42% | 46.05%-11.6pp | 1168.45%-1134.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,869 | $3,024+28.0% | $3,985-2.9% | $4,125-6.2% |
| Admin fee / account holder | $6 | $5,474-99.9% | $6,852-99.9% | $5,651-99.9% |