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 | $10,944 | $159,901-93.2% | $146,958-92.6% | $145,922-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.16% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $2,058 | $5,286-61.1% | $4,933-58.3% | $4,660-55.8% |
| Participant deferral / active EE | $3,670 | $8,428-56.5% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $193 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |