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 | $6,248 | $96,635-93.5% | $86,612-92.8% | $139,434-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.25% | 106.41%-75.2pp | 591.07%-559.8pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,627 | $3,263-50.1% | $3,022-46.2% | $4,751-65.8% |
| Participant deferral / active EE | $5,251 | $4,836+8.6% | $4,438+18.3% | $6,710-21.7% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |