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 | $5,394 | $57,281-90.6% | $86,612-93.8% | $75,163-92.8% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 50.58% | 2670.75%-2620.2pp | 591.07%-540.5pp | 160.62%-110.0pp |
| Employer contribution / active EE | $1,897 | $2,314-18.0% | $3,022-37.2% | $2,670-28.9% |
| Participant deferral / active EE | $2,741 | $3,318-17.4% | $4,438-38.2% | $4,125-33.6% |
| Admin fee / account holder | $64 | $4,112-98.4% | $5,614-98.9% | $5,651-98.9% |