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 | $22,066 | $209,832-89.5% | $189,513-88.4% | $167,490-86.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 58.84% | 748.27%-689.4pp | 555.15%-496.3pp | 478.56%-419.7pp |
| Employer contribution / active EE | $4,572 | $6,914-33.9% | $6,162-25.8% | $4,837-5.5% |
| Participant deferral / active EE | $11,039 | $8,935+23.5% | $8,221+34.3% | $6,341+74.1% |
| Admin fee / account holder | $12 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |