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.
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 | $4,456 | $105,998-95.8% | $92,233-95.2% | $147,584-97.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 173.05% | 50.05%+123.0pp | 176.28%-3.2pp | 578.55%-405.5pp |
| Employer contribution / active EE | $1,316 | $4,333-69.6% | $3,679-64.2% | $4,876-73.0% |
| Participant deferral / active EE | $2,085 | $4,478-53.4% | $3,897-46.5% | $5,439-61.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |