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 | $5,105 | $117,381-95.7% | $99,443-94.9% | $152,861-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 180.17% | 31.87%+148.3pp | 30.72%+149.4pp | 345.32%-165.2pp |
| Employer contribution / active EE | $606 | $3,013-79.9% | $2,540-76.1% | $4,762-87.3% |
| Participant deferral / active EE | $3,934 | $4,086-3.7% | $3,619+8.7% | $5,850-32.8% |
| Admin fee / account holder | $9 | $7,631-99.9% | $6,250-99.9% | $11,596-99.9% |