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 | $2,687 | $156,846-98.3% | $121,098-97.8% | $139,434-98.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 56.59% | 1474.56%-1418.0pp | 985.75%-929.2pp | 372.94%-316.4pp |
| Employer contribution / active EE | $501 | $5,536-90.9% | $4,164-88.0% | $4,751-89.5% |
| Participant deferral / active EE | $1,539 | $4,844-68.2% | $4,080-62.3% | $6,710-77.1% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |