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 3-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 | $9,067 | $183,519-95.1% | $155,509-94.2% | $145,922-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 338.03% | 61.17%+276.9pp | 64.67%+273.4pp | 561.29%-223.3pp |
| Employer contribution / active EE | $1,604 | $5,313-69.8% | $4,672-65.7% | $4,660-65.6% |
| Participant deferral / active EE | $2,433 | $6,462-62.3% | $5,626-56.8% | $6,688-63.6% |
| Admin fee / account holder | $159 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |