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 | $18,038 | $98,750-81.7% | $149,696-88.0% | $79,858-77.4% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 666.99% | 27.43%+639.6pp | 276.60%+390.4pp | 31.71%+635.3pp |
| Employer contribution / active EE | $2,332 | $3,216-27.5% | $4,644-49.8% | $2,471-5.6% |
| Participant deferral / active EE | $4,820 | $5,680-15.1% | $6,842-29.5% | $3,740+28.9% |
| Admin fee / account holder | $48 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |