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 | $7,544 | $49,922-84.9% | $80,569-90.6% | $75,163-90.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 311.45% | 34.69%+276.8pp | 935.43%-624.0pp | 160.62%+150.8pp |
| Employer contribution / active EE | $1,846 | $1,698+8.7% | $2,723-32.2% | $2,670-30.9% |
| Participant deferral / active EE | $3,367 | $2,990+12.6% | $4,447-24.3% | $4,125-18.4% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |