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 | $19,278 | $202,318-90.5% | $172,739-88.8% | $152,861-87.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 127.87% | 1029.65%-901.8pp | 802.84%-675.0pp | 345.32%-217.4pp |
| Employer contribution / active EE | $3,959 | $5,856-32.4% | $5,143-23.0% | $4,762-16.9% |
| Participant deferral / active EE | $6,163 | $5,948+3.6% | $5,198+18.6% | $5,850+5.4% |
| Admin fee / account holder | $67 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |