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 | $8,762 | $148,534-94.1% | $135,903-93.6% | $139,434-93.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 579.50% | 79.19%+500.3pp | 68.23%+511.3pp | 372.94%+206.6pp |
| Employer contribution / active EE | $500 | $5,243-90.5% | $4,856-89.7% | $4,751-89.5% |
| Participant deferral / active EE | $2,699 | $8,100-66.7% | $7,758-65.2% | $6,710-59.8% |
| Admin fee / account holder | $74 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |