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 | $4,834 | $108,172-95.5% | $77,482-93.8% | $158,922-97.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 49.89% | 31.67%+18.2pp | 54.79%-4.9pp | 302.83%-252.9pp |
| Employer contribution / active EE | $1,519 | $1,325+14.7% | $986+54.0% | $4,761-68.1% |
| Participant deferral / active EE | $1,948 | $2,456-20.7% | $1,861+4.7% | $5,982-67.4% |
| Admin fee / account holder | $14 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |