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 5-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 | $13,366 | $190,805-93.0% | $159,960-91.6% | $134,475-90.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 113.18% | 552.23%-439.1pp | 408.60%-295.4pp | 417.96%-304.8pp |
| Employer contribution / active EE | $1,033 | $4,995-79.3% | $4,226-75.5% | $4,740-78.2% |
| Participant deferral / active EE | $5,766 | $6,923-16.7% | $6,182-6.7% | $6,400-9.9% |
| Admin fee / account holder | $118 | $10,471-98.9% | $8,698-98.6% | $11,426-99.0% |