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 | $2,265 | $158,398-98.6% | $126,539-98.2% | $142,382-98.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 66.19% | 593.76%-527.6pp | 425.95%-359.8pp | 217.08%-150.9pp |
| Employer contribution / active EE | $1,771 | $4,650-61.9% | $3,674-51.8% | $4,299-58.8% |
| Participant deferral / active EE | $1,778 | $4,767-62.7% | $4,083-56.4% | $6,507-72.7% |
| Admin fee / account holder | $67 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |