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 | $5,705 | $102,966-94.5% | $90,281-93.7% | $152,861-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 87.36% | 95.16%-7.8pp | 78.10%+9.3pp | 345.32%-258.0pp |
| Employer contribution / active EE | $1,784 | $3,139-43.1% | $2,854-37.5% | $4,762-62.5% |
| Participant deferral / active EE | $2,865 | $4,281-33.1% | $3,885-26.3% | $5,850-51.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |