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 | $1,585 | $111,724-98.6% | $93,606-98.3% | $145,922-98.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 13.89% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,188 | $4,912-75.8% | $4,411-73.1% | $6,688-82.2% |
| Admin fee / account holder | $160 | $10,250-98.4% | $8,285-98.1% | $13,397-98.8% |