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 5-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 | $5,232 | $100,754-94.8% | $86,677-94.0% | $134,475-96.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | 683.58% | 29.04%+654.5pp | 35.91%+647.7pp | 417.96%+265.6pp |
| Employer contribution / active EE | $1,358 | $3,489-61.1% | $2,836-52.1% | $4,740-71.4% |
| Participant deferral / active EE | $2,194 | $5,338-58.9% | $4,656-52.9% | $6,400-65.7% |
| Admin fee / account holder | $56 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |