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 6-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 | $4,112 | $176,056-97.7% | $159,436-97.4% | $167,490-97.5% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 115.49% | 331.75%-216.3pp | 263.57%-148.1pp | 478.56%-363.1pp |
| Employer contribution / active EE | $1,115 | $5,297-79.0% | $4,829-76.9% | $4,837-77.0% |
| Participant deferral / active EE | $3,332 | $7,750-57.0% | $7,352-54.7% | $6,341-47.5% |
| Admin fee / account holder | $2 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |