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 10-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 | $4,954 | $101,069-95.1% | $81,478-93.9% | $147,584-96.6% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 114.06% | 32.40%+81.7pp | 38.78%+75.3pp | 578.55%-464.5pp |
| Employer contribution / active EE | $1,362 | $3,205-57.5% | $2,568-47.0% | $4,876-72.1% |
| Participant deferral / active EE | $2,251 | $4,242-46.9% | $3,537-36.4% | $5,439-58.6% |
| Admin fee / account holder | $2 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |