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 3-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 | $438 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 43.02% | 619.81%-576.8pp | 528.60%-485.6pp | 217.08%-174.1pp |
| Employer contribution / active EE | $152 | $1,202-87.4% | $932-83.7% | $4,299-96.5% |
| Participant deferral / active EE | $331 | $2,364-86.0% | $1,826-81.9% | $6,507-94.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |