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 | $9,281 | $209,832-95.6% | $189,513-95.1% | $167,490-94.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 147.27% | 748.27%-601.0pp | 555.15%-407.9pp | 478.56%-331.3pp |
| Employer contribution / active EE | $3,878 | $6,914-43.9% | $6,162-37.1% | $4,837-19.8% |
| Participant deferral / active EE | $5,649 | $8,935-36.8% | $8,221-31.3% | $6,341-10.9% |
| Admin fee / account holder | $5 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |