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 | $954 | $76,738-98.8% | $56,411-98.3% | $145,922-99.3% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 11.39% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,355 | $2,623-48.3% | $1,952-30.6% | $6,688-79.7% |
| Admin fee / account holder | $86 | $3,334-97.4% | $2,829-96.9% | $13,397-99.4% |