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 | $4,623 | $45,073-89.7% | $69,455-93.3% | $72,985-93.7% |
| Participation rate | 84.0% | 68.5%+15.5pp | 74.6%+9.4pp | 69.5%+14.5pp |
| Annual return | 471.81% | 22.65%+449.2pp | 28.97%+442.8pp | 81.00%+390.8pp |
| Employer contribution / active EE | $685 | $2,054-66.6% | $2,779-75.3% | $2,440-71.9% |
| Participant deferral / active EE | $2,193 | $2,602-15.7% | $3,535-38.0% | $3,607-39.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |