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 | $14,420 | $217,402-93.4% | $185,823-92.2% | $167,490-91.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 71.19% | 148.36%-77.2pp | 122.05%-50.9pp | 478.56%-407.4pp |
| Employer contribution / active EE | $2,044 | $5,873-65.2% | $5,167-60.5% | $4,837-57.8% |
| Participant deferral / active EE | $5,422 | $6,356-14.7% | $5,568-2.6% | $6,341-14.5% |
| Admin fee / account holder | $39 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |