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 | $5,813 | $111,724-94.8% | $93,606-93.8% | $145,922-96.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 19.27% | 202.98%-183.7pp | 133.20%-113.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $66 | $3,090-97.9% | $2,420-97.3% | $4,660-98.6% |
| Participant deferral / active EE | $2,751 | $4,912-44.0% | $4,411-37.6% | $6,688-58.9% |
| Admin fee / account holder | $5 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |