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 | $5,272 | $107,334-95.1% | $92,893-94.3% | $152,861-96.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 98.41% | 145.58%-47.2pp | 109.41%-11.0pp | 345.32%-246.9pp |
| Employer contribution / active EE | $1,671 | $4,221-60.4% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $4,667 | $4,845-3.7% | $4,236+10.2% | $5,850-20.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |