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 | $14,608 | $115,770-87.4% | $101,248-85.6% | $158,922-90.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 334.64% | 56.14%+278.5pp | 46.47%+288.2pp | 302.83%+31.8pp |
| Employer contribution / active EE | $1,624 | $4,175-61.1% | $3,660-55.6% | $4,761-65.9% |
| Participant deferral / active EE | $7,024 | $4,957+41.7% | $4,370+60.7% | $5,982+17.4% |
| Admin fee / account holder | $57 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |