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 5-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 | $2,461 | $118,849-97.9% | $96,562-97.5% | $167,490-98.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 95.22% | 50.49%+44.7pp | 37.78%+57.4pp | 478.56%-383.3pp |
| Employer contribution / active EE | $1,594 | $3,120-48.9% | $2,356-32.4% | $4,837-67.1% |
| Participant deferral / active EE | $1,636 | $4,616-64.6% | $3,849-57.5% | $6,341-74.2% |
| Admin fee / account holder | $12 | $8,065-99.9% | $6,181-99.8% | $12,309-99.9% |