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 4-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 | $9,121 | $154,117-94.1% | $129,995-93.0% | $139,434-93.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 991.10% | 32.48%+958.6pp | -137.18%+1128.3pp | 372.94%+618.2pp |
| Employer contribution / active EE | $1,131 | $5,289-78.6% | $4,320-73.8% | $4,751-76.2% |
| Participant deferral / active EE | $5,213 | $6,710-22.3% | $5,820-10.4% | $6,710-22.3% |
| Admin fee / account holder | $245 | $14,007-98.3% | $10,614-97.7% | $11,403-97.9% |