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 | $4,589 | $109,817-95.8% | $98,442-95.3% | $167,490-97.3% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 71.23% | 1956.69%-1885.5pp | 1492.73%-1421.5pp | 478.56%-407.3pp |
| Employer contribution / active EE | $1,863 | $3,224-42.2% | $2,960-37.1% | $4,837-61.5% |
| Participant deferral / active EE | $3,103 | $4,673-33.6% | $4,276-27.4% | $6,341-51.1% |
| Admin fee / account holder | $163 | $6,753-97.6% | $5,949-97.3% | $12,309-98.7% |