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 7-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 | $797 | $102,616-99.2% | $81,983-99.0% | $158,922-99.5% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.2%-69.2pp | 82.0%-82.0pp |
| Annual return | 50.79% | 61.04%-10.3pp | 41.31%+9.5pp | 302.83%-252.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5 | $8,235-99.9% | $5,664-99.9% | $11,246-100.0% |