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 7-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 | $14,184 | $118,849-88.1% | $96,562-85.3% | $167,490-91.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 84.79% | 50.49%+34.3pp | 37.78%+47.0pp | 478.56%-393.8pp |
| Employer contribution / active EE | $1,325 | $3,120-57.5% | $2,356-43.8% | $4,837-72.6% |
| Participant deferral / active EE | $3,944 | $4,616-14.6% | $3,849+2.5% | $6,341-37.8% |
| Admin fee / account holder | $13 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |