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 | $5,319 | $96,635-94.5% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 97.89% | 106.41%-8.5pp | 591.07%-493.2pp | 372.94%-275.1pp |
| Employer contribution / active EE | $1,459 | $3,263-55.3% | $3,022-51.7% | $4,751-69.3% |
| Participant deferral / active EE | $3,441 | $4,836-28.8% | $4,438-22.5% | $6,710-48.7% |
| Admin fee / account holder | $8 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |