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 7-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 | $7,225 | $78,672-90.8% | $109,143-93.4% | $85,850-91.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 91.93% | 25.09%+66.8pp | 25.75%+66.2pp | 318.53%-226.6pp |
| Employer contribution / active EE | $434 | $2,735-84.1% | $3,722-88.3% | $2,565-83.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |