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 | $5,885 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 51.24% | 1724.20%-1673.0pp | 1293.02%-1241.8pp | 302.83%-251.6pp |
| Employer contribution / active EE | $1,197 | $3,689-67.5% | $3,262-63.3% | $4,761-74.9% |
| Participant deferral / active EE | $2,048 | $4,348-52.9% | $3,963-48.3% | $5,982-65.8% |
| Admin fee / account holder | $33 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |