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 7-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 | $5,260 | $121,625-95.7% | $104,607-95.0% | $158,922-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 924.06% | 465.26%+458.8pp | 340.46%+583.6pp | 302.83%+621.2pp |
| Employer contribution / active EE | $1,410 | $3,163-55.4% | $2,681-47.4% | $4,761-70.4% |
| Participant deferral / active EE | $3,478 | $4,177-16.7% | $3,740-7.0% | $5,982-41.9% |
| Admin fee / account holder | $2 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |