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 3-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 | $10,628 | $148,534-92.8% | $135,903-92.2% | $139,434-92.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 135.35% | 79.19%+56.2pp | 68.23%+67.1pp | 372.94%-237.6pp |
| Employer contribution / active EE | $1,973 | $5,243-62.4% | $4,856-59.4% | $4,751-58.5% |
| Participant deferral / active EE | $5,927 | $8,100-26.8% | $7,758-23.6% | $6,710-11.7% |
| Admin fee / account holder | $44 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |