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 8-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 | $3,050 | $102,966-97.0% | $90,281-96.6% | $152,861-98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 432.05% | 95.16%+336.9pp | 78.10%+354.0pp | 345.32%+86.7pp |
| Employer contribution / active EE | $875 | $3,139-72.1% | $2,854-69.4% | $4,762-81.6% |
| Participant deferral / active EE | $1,508 | $4,281-64.8% | $3,885-61.2% | $5,850-74.2% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |