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 | $10,514 | $108,919-90.3% | $100,391-89.5% | $145,922-92.8% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 20.15% | 57.88%-37.7pp | 49.20%-29.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,827 | $8,445-19.2% | $8,082-15.5% | $6,688+2.1% |
| Admin fee / account holder | $9 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |