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 | $7,781 | $81,248-90.4% | $155,509-95.0% | $80,856-90.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 253.55% | 33.31%+220.2pp | 64.67%+188.9pp | 35.59%+218.0pp |
| Employer contribution / active EE | $3,453 | $3,100+11.4% | $4,672-26.1% | $2,755+25.4% |
| Participant deferral / active EE | $2,329 | $3,452-32.5% | $5,626-58.6% | $4,296-45.8% |
| Admin fee / account holder | $142 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |