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 5-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 | $1,693 | $96,635-98.2% | $86,612-98.0% | $139,434-98.8% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 28.67% | 106.41%-77.7pp | 591.07%-562.4pp | 372.94%-344.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,387 | $4,836-71.3% | $4,438-68.7% | $6,710-79.3% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |