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 | $3,338 | $70,756-95.3% | $65,493-94.9% | $142,382-97.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 35.27% | 1754.89%-1719.6pp | 982.45%-947.2pp | 217.08%-181.8pp |
| Employer contribution / active EE | $902 | $2,881-68.7% | $2,574-65.0% | $4,299-79.0% |
| Participant deferral / active EE | $1,092 | $4,637-76.4% | $3,961-72.4% | $6,507-83.2% |
| Admin fee / account holder | $25 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |