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 8-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 | $4,211 | $102,966-95.9% | $90,281-95.3% | $152,861-97.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 50.84% | 95.16%-44.3pp | 78.10%-27.3pp | 345.32%-294.5pp |
| Employer contribution / active EE | $1,365 | $3,139-56.5% | $2,854-52.2% | $4,762-71.3% |
| Participant deferral / active EE | $2,117 | $4,281-50.6% | $3,885-45.5% | $5,850-63.8% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |