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 | $658 | $156,846-99.6% | $121,098-99.5% | $139,434-99.5% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 548.31% | 1474.56%-926.2pp | 985.75%-437.4pp | 372.94%+175.4pp |
| Employer contribution / active EE | $240 | $5,536-95.7% | $4,164-94.2% | $4,751-95.0% |
| Participant deferral / active EE | $427 | $4,844-91.2% | $4,080-89.5% | $6,710-93.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |