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 3-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 | $3,465 | $111,724-96.9% | $93,606-96.3% | $145,922-97.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 288.16% | 202.98%+85.2pp | 133.20%+155.0pp | 561.29%-273.1pp |
| Employer contribution / active EE | $1,824 | $3,090-41.0% | $2,420-24.6% | $4,660-60.9% |
| Participant deferral / active EE | $2,480 | $4,912-49.5% | $4,411-43.8% | $6,688-62.9% |
| Admin fee / account holder | $18 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |