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 | $14,848 | $115,770-87.2% | $101,248-85.3% | $158,922-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 99.11% | 56.14%+43.0pp | 46.47%+52.6pp | 302.83%-203.7pp |
| Employer contribution / active EE | $4,206 | $4,175+0.7% | $3,660+14.9% | $4,761-11.7% |
| Participant deferral / active EE | $7,304 | $4,957+47.3% | $4,370+67.1% | $5,982+22.1% |
| Admin fee / account holder | $212 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |