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 | $899 | $109,817-99.2% | $98,442-99.1% | $167,490-99.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 168.18% | 1956.69%-1788.5pp | 1492.73%-1324.5pp | 478.56%-310.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $960 | $4,673-79.5% | $4,276-77.6% | $6,341-84.9% |
| Admin fee / account holder | $2 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |