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 | $6,381 | $110,809-94.2% | $86,874-92.7% | $167,490-96.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 71.6%+20.0pp | 82.1%+9.6pp |
| Annual return | 25.85% | 116.98%-91.1pp | 63.52%-37.7pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,464 | $3,244-54.9% | $2,495-41.3% | $4,837-69.7% |
| Participant deferral / active EE | $2,530 | $4,546-44.3% | $3,699-31.6% | $6,341-60.1% |
| Admin fee / account holder | $5 | $8,415-99.9% | $5,828-99.9% | $12,309-100.0% |