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 | $12,476 | $82,664-84.9% | $125,339-90.0% | $68,494-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 864.42% | -5.97%+870.4pp | 572.05%+292.4pp | -7.84%+872.3pp |
| Employer contribution / active EE | $2,182 | $3,381-35.5% | $4,814-54.7% | $2,596-16.0% |
| Participant deferral / active EE | $3,732 | $6,110-38.9% | $7,446-49.9% | $4,027-7.3% |
| Admin fee / account holder | $249 | $6,275-96.0% | $10,010-97.5% | $5,403-95.4% |