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 | $6,655 | $210,648-96.8% | $177,989-96.3% | $145,922-95.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 82.08% | 385.86%-303.8pp | 294.48%-212.4pp | 561.29%-479.2pp |
| Employer contribution / active EE | $7,016 | $4,565+53.7% | $3,949+77.7% | $4,660+50.6% |
| Participant deferral / active EE | $9,749 | $6,958+40.1% | $6,276+55.3% | $6,688+45.8% |
| Admin fee / account holder | $13 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |