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 7-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 | $8,142 | $115,770-93.0% | $101,248-92.0% | $158,922-94.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 159.97% | 56.14%+103.8pp | 46.47%+113.5pp | 302.83%-142.9pp |
| Employer contribution / active EE | $1,531 | $4,175-63.3% | $3,660-58.2% | $4,761-67.8% |
| Participant deferral / active EE | $4,174 | $4,957-15.8% | $4,370-4.5% | $5,982-30.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |