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 4-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 | $10,920 | $117,841-90.7% | $102,423-89.3% | $145,922-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 53.62% | 31.65%+22.0pp | 29.32%+24.3pp | 561.29%-507.7pp |
| Employer contribution / active EE | $1,548 | $3,615-57.2% | $3,023-48.8% | $4,660-66.8% |
| Participant deferral / active EE | $2,890 | $5,731-49.6% | $5,053-42.8% | $6,688-56.8% |
| Admin fee / account holder | $12 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |