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 4-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 | $12,220 | $93,571-86.9% | $135,903-91.0% | $75,163-83.7% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 317.87% | 30.90%+287.0pp | 68.23%+249.6pp | 160.62%+157.2pp |
| Employer contribution / active EE | $1,500 | $3,537-57.6% | $4,856-69.1% | $2,670-43.8% |
| Participant deferral / active EE | $7,513 | $6,404+17.3% | $7,758-3.2% | $4,125+82.1% |
| Admin fee / account holder | $72 | $6,975-99.0% | $10,762-99.3% | $5,651-98.7% |