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 | $5,122 | $92,703-94.5% | $82,719-93.8% | $134,475-96.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | 50.92% | 944.92%-894.0pp | 701.18%-650.3pp | 417.96%-367.0pp |
| Employer contribution / active EE | $1,866 | $3,274-43.0% | $3,009-38.0% | $4,740-60.6% |
| Participant deferral / active EE | $1,684 | $4,802-64.9% | $4,395-61.7% | $6,400-73.7% |
| Admin fee / account holder | $254 | $5,983-95.7% | $5,329-95.2% | $11,426-97.8% |