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 | $11,270 | $185,822-93.9% | $169,993-93.4% | $139,434-91.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 457.62% | 60.50%+397.1pp | 53.37%+404.3pp | 372.94%+84.7pp |
| Employer contribution / active EE | $5,028 | $7,590-33.8% | $6,785-25.9% | $4,751+5.8% |
| Participant deferral / active EE | $30,195 | $11,622+159.8% | $10,408+190.1% | $6,710+350.0% |
| Admin fee / account holder | $8 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |