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 4-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 | $11,850 | $175,202-93.2% | $149,673-92.1% | $139,434-91.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 200.84% | 166.71%+34.1pp | 134.42%+66.4pp | 372.94%-172.1pp |
| Employer contribution / active EE | $2,368 | $5,474-56.8% | $4,818-50.9% | $4,751-50.2% |
| Participant deferral / active EE | $4,729 | $6,519-27.5% | $5,680-16.8% | $6,710-29.5% |
| Admin fee / account holder | $166 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |