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 | $4,563 | $109,327-95.8% | $89,391-94.9% | $158,922-97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 73.79% | 345.68%-271.9pp | 245.62%-171.8pp | 302.83%-229.0pp |
| Employer contribution / active EE | $1,270 | $3,170-59.9% | $2,586-50.9% | $4,761-73.3% |
| Participant deferral / active EE | $3,691 | $4,598-19.7% | $3,890-5.1% | $5,982-38.3% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |