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 8-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 | $3,385 | $150,440-97.8% | $136,294-97.5% | $147,584-97.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 93.13% | 1049.08%-956.0pp | 5155.94%-5062.8pp | 578.55%-485.4pp |
| Employer contribution / active EE | $1,476 | $5,256-71.9% | $4,695-68.6% | $4,876-69.7% |
| Participant deferral / active EE | $2,920 | $6,630-56.0% | $6,247-53.3% | $5,439-46.3% |
| Admin fee / account holder | $4 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |