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 6-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 | $4,938 | $109,817-95.5% | $98,442-95.0% | $167,490-97.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 47.99% | 1956.69%-1908.7pp | 1492.73%-1444.7pp | 478.56%-430.6pp |
| Employer contribution / active EE | $1,404 | $3,224-56.4% | $2,960-52.6% | $4,837-71.0% |
| Participant deferral / active EE | $1,746 | $4,673-62.6% | $4,276-59.2% | $6,341-72.5% |
| Admin fee / account holder | $38 | $6,753-99.4% | $5,949-99.4% | $12,309-99.7% |