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 3-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 | $2,934 | $111,724-97.4% | $93,606-96.9% | $145,922-98.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 2574.29% | 202.98%+2371.3pp | 133.20%+2441.1pp | 561.29%+2013.0pp |
| Employer contribution / active EE | $810 | $3,090-73.8% | $2,420-66.5% | $4,660-82.6% |
| Participant deferral / active EE | $1,937 | $4,912-60.6% | $4,411-56.1% | $6,688-71.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |