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 | $4,978 | $104,486-95.2% | $76,817-93.5% | $152,861-96.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 38.95% | 1013.37%-974.4pp | 1166.11%-1127.2pp | 345.32%-306.4pp |
| Employer contribution / active EE | $1,947 | $3,116-37.5% | $2,302-15.4% | $4,762-59.1% |
| Participant deferral / active EE | $3,881 | $4,236-8.4% | $3,336+16.3% | $5,850-33.7% |
| Admin fee / account holder | $241 | $12,275-98.0% | $6,420-96.2% | $11,596-97.9% |