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 | $14,281 | $68,346-79.1% | $94,646-84.9% | $75,163-81.0% |
| Participation rate | 92.7% | 76.1%+16.6pp | 80.8%+11.9pp | 67.2%+25.5pp |
| Annual return | 168.06% | 616.93%-448.9pp | 156.71%+11.3pp | 160.62%+7.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,939 | $6,537-9.1% | $7,418-19.9% | $4,125+44.0% |
| Admin fee / account holder | $108 | $5,326-98.0% | $7,231-98.5% | $5,651-98.1% |