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 | $4,269 | $96,305-95.6% | $80,569-94.7% | $139,434-96.9% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 52.98% | 1350.08%-1297.1pp | 935.43%-882.4pp | 372.94%-320.0pp |
| Employer contribution / active EE | $1,017 | $3,262-68.8% | $2,723-62.7% | $4,751-78.6% |
| Participant deferral / active EE | $1,077 | $5,232-79.4% | $4,447-75.8% | $6,710-83.9% |
| Admin fee / account holder | $11 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |