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 | $5,845 | $108,642-94.6% | $74,701-92.2% | $152,861-96.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 86.28% | 114.06%-27.8pp | 752.92%-666.6pp | 345.32%-259.0pp |
| Employer contribution / active EE | $1,849 | $1,503+23.0% | $1,084+70.6% | $4,762-61.2% |
| Participant deferral / active EE | $2,848 | $2,712+5.0% | $1,964+45.0% | $5,850-51.3% |
| Admin fee / account holder | $140 | $4,902-97.1% | $3,333-95.8% | $11,596-98.8% |