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 | $3,627 | $156,846-97.7% | $121,098-97.0% | $139,434-97.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.62% | 1474.56%-1447.9pp | 985.75%-959.1pp | 372.94%-346.3pp |
| Employer contribution / active EE | $465 | $5,536-91.6% | $4,164-88.8% | $4,751-90.2% |
| Participant deferral / active EE | $465 | $4,844-90.4% | $4,080-88.6% | $6,710-93.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |