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 9-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 | $7,617 | $100,852-92.4% | $90,404-91.6% | $158,922-95.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 25.46% | 1724.20%-1698.7pp | 1293.02%-1267.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3 | $3,689-99.9% | $3,262-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $3,203 | $4,348-26.3% | $3,963-19.2% | $5,982-46.5% |
| Admin fee / account holder | $55 | $6,501-99.2% | $5,611-99.0% | $11,246-99.5% |