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 7-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 | $2,873 | $102,616-97.2% | $81,983-96.5% | $158,922-98.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 97.64% | 61.04%+36.6pp | 41.31%+56.3pp | 302.83%-205.2pp |
| Employer contribution / active EE | $1,119 | $3,240-65.5% | $2,498-55.2% | $4,761-76.5% |
| Participant deferral / active EE | $1,530 | $4,648-67.1% | $3,722-58.9% | $5,982-74.4% |
| Admin fee / account holder | $4 | $8,235-99.9% | $5,664-99.9% | $11,246-100.0% |