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 7-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 | $7,694 | $197,591-96.1% | $177,821-95.7% | $158,922-95.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 175.90% | 58.76%+117.1pp | 48.32%+127.6pp | 302.83%-126.9pp |
| Employer contribution / active EE | $2,308 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $3,463 | $8,405-58.8% | $7,714-55.1% | $5,982-42.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |