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 | $2,625 | $121,625-97.8% | $104,607-97.5% | $158,922-98.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | 540.28% | 465.26%+75.0pp | 340.46%+199.8pp | 302.83%+237.5pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $931 | $4,177-77.7% | $3,740-75.1% | $5,982-84.4% |
| Admin fee / account holder | $68 | $7,787-99.1% | $6,473-99.0% | $11,246-99.4% |