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 | $3,538 | $96,305-96.3% | $80,569-95.6% | $139,434-97.5% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 44.42% | 1350.08%-1305.7pp | 935.43%-891.0pp | 372.94%-328.5pp |
| Employer contribution / active EE | $792 | $3,262-75.7% | $2,723-70.9% | $4,751-83.3% |
| Participant deferral / active EE | $1,635 | $5,232-68.8% | $4,447-63.2% | $6,710-75.6% |
| Admin fee / account holder | $9 | $6,599-99.9% | $5,377-99.8% | $11,403-99.9% |