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 6-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 | $5,942 | $105,998-94.4% | $92,233-93.6% | $147,584-96.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 29.54% | 50.05%-20.5pp | 176.28%-146.7pp | 578.55%-549.0pp |
| Employer contribution / active EE | $1,349 | $4,333-68.9% | $3,679-63.3% | $4,876-72.3% |
| Participant deferral / active EE | $2,207 | $4,478-50.7% | $3,897-43.4% | $5,439-59.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |