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 | $10,618 | $78,672-86.5% | $109,143-90.3% | $85,850-87.6% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 118.22% | 25.09%+93.1pp | 25.75%+92.5pp | 318.53%-200.3pp |
| Employer contribution / active EE | $3,224 | $2,735+17.9% | $3,722-13.4% | $2,565+25.7% |
| Participant deferral / active EE | $5,756 | $3,467+66.0% | $4,653+23.7% | $3,952+45.7% |
| Admin fee / account holder | $6 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |