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 | $4,784 | $96,305-95.0% | $80,569-94.1% | $139,434-96.6% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.7pp |
| Annual return | 34.87% | 1350.08%-1315.2pp | 935.43%-900.6pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,031 | $3,262-68.4% | $2,723-62.1% | $4,751-78.3% |
| Participant deferral / active EE | $2,024 | $5,232-61.3% | $4,447-54.5% | $6,710-69.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |