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 | $4,774 | $109,982-95.7% | $97,226-95.1% | $145,922-96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.14% | 242.90%-212.8pp | 75.13%-45.0pp | 561.29%-531.1pp |
| Employer contribution / active EE | $1,132 | $3,084-63.3% | $2,729-58.5% | $4,660-75.7% |
| Participant deferral / active EE | $2,657 | $4,676-43.2% | $4,264-37.7% | $6,688-60.3% |
| Admin fee / account holder | $13 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |