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 3-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 | $13,237 | $138,347-90.4% | $184,203-92.8% | $80,856-83.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 327.59% | 20.02%+307.6pp | 28.81%+298.8pp | 35.59%+292.0pp |
| Employer contribution / active EE | $2,089 | $4,850-56.9% | $6,427-67.5% | $2,755-24.2% |
| Participant deferral / active EE | $3,608 | $7,071-49.0% | $9,131-60.5% | $4,296-16.0% |
| Admin fee / account holder | $167 | $10,483-98.4% | $13,901-98.8% | $6,918-97.6% |