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 | $5,285 | $152,587-96.5% | $125,175-95.8% | $152,861-96.5% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 153.12% | 54.84%+98.3pp | 43.79%+109.3pp | 345.32%-192.2pp |
| Employer contribution / active EE | $1,770 | $4,946-64.2% | $3,865-54.2% | $4,762-62.8% |
| Participant deferral / active EE | $2,639 | $5,868-55.0% | $4,937-46.5% | $5,850-54.9% |
| Admin fee / account holder | $23 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |