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 3-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 | $6,927 | $165,984-95.8% | $164,813-95.8% | $145,922-95.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 175.95% | 100.03%+75.9pp | 69.93%+106.0pp | 561.29%-385.3pp |
| Employer contribution / active EE | $799 | $5,273-84.8% | $4,341-81.6% | $4,660-82.8% |
| Participant deferral / active EE | $5,039 | $6,959-27.6% | $6,031-16.5% | $6,688-24.6% |
| Admin fee / account holder | $6 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |