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 | $5,428 | $175,202-96.9% | $149,673-96.4% | $139,434-96.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 55.92% | 166.71%-110.8pp | 134.42%-78.5pp | 372.94%-317.0pp |
| Employer contribution / active EE | $696 | $5,474-87.3% | $4,818-85.6% | $4,751-85.3% |
| Participant deferral / active EE | $3,188 | $6,519-51.1% | $5,680-43.9% | $6,710-52.5% |
| Admin fee / account holder | $139 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |