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 | $6,874 | $106,515-93.5% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 79.89% | 38.43%+41.5pp | 35.69%+44.2pp | 372.94%-293.0pp |
| Employer contribution / active EE | $2,282 | $4,103-44.4% | $3,737-38.9% | $4,751-52.0% |
| Participant deferral / active EE | $3,083 | $5,454-43.5% | $4,878-36.8% | $6,710-54.1% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |