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 8-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 | $3,302 | $107,334-96.9% | $92,893-96.4% | $152,861-97.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 496.54% | 145.58%+351.0pp | 109.41%+387.1pp | 345.32%+151.2pp |
| Employer contribution / active EE | $1,027 | $4,221-75.7% | $3,653-71.9% | $4,762-78.4% |
| Participant deferral / active EE | $1,876 | $4,845-61.3% | $4,236-55.7% | $5,850-67.9% |
| Admin fee / account holder | $112 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |