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 | $4,005 | $158,398-97.5% | $126,539-96.8% | $142,382-97.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 29.71% | 593.76%-564.0pp | 425.95%-396.2pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,561 | $4,650-66.4% | $3,674-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $3,268 | $4,767-31.5% | $4,083-20.0% | $6,507-49.8% |
| Admin fee / account holder | $14 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |