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 4-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 | $8,655 | $138,044-93.7% | $125,339-93.1% | $134,475-93.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 156.76% | 750.33%-593.6pp | 572.05%-415.3pp | 417.96%-261.2pp |
| Employer contribution / active EE | $2,271 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $4,809 | $7,799-38.3% | $7,446-35.4% | $6,400-24.9% |
| Admin fee / account holder | $170 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |