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 | $1,154 | $88,751-98.7% | $81,812-98.6% | $145,922-99.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 571.40% | 1025.40%-454.0pp | 773.79%-202.4pp | 561.29%+10.1pp |
| Employer contribution / active EE | $759 | $3,083-75.4% | $2,912-74.0% | $4,660-83.7% |
| Participant deferral / active EE | $1,048 | $4,643-77.4% | $4,319-75.7% | $6,688-84.3% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |