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 | $7,376 | $154,117-95.2% | $129,995-94.3% | $139,434-94.7% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 153.57% | 32.48%+121.1pp | -137.18%+290.7pp | 372.94%-219.4pp |
| Employer contribution / active EE | $722 | $5,289-86.3% | $4,320-83.3% | $4,751-84.8% |
| Participant deferral / active EE | $5,210 | $6,710-22.4% | $5,820-10.5% | $6,710-22.4% |
| Admin fee / account holder | $11 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |