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 6-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 | $1,078 | $109,817-99.0% | $98,442-98.9% | $167,490-99.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 90.28% | 1956.69%-1866.4pp | 1492.73%-1402.4pp | 478.56%-388.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,246 | $4,673-73.3% | $4,276-70.9% | $6,341-80.3% |
| Admin fee / account holder | $1 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |