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 | $8,586 | $65,561-86.9% | $86,188-90.0% | $75,163-88.6% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 95.94% | 46.05%+49.9pp | 1168.45%-1072.5pp | 160.62%-64.7pp |
| Employer contribution / active EE | $2,819 | $1,553+81.6% | $2,380+18.5% | $2,670+5.6% |
| Participant deferral / active EE | $4,743 | $3,024+56.9% | $3,985+19.0% | $4,125+15.0% |
| Admin fee / account holder | $24 | $5,474-99.6% | $6,852-99.6% | $5,651-99.6% |