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 9-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 | $5,287 | $99,020-94.7% | $86,590-93.9% | $147,584-96.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 49.14% | 1312.34%-1263.2pp | 964.84%-915.7pp | 578.55%-529.4pp |
| Employer contribution / active EE | $999 | $3,132-68.1% | $2,839-64.8% | $4,876-79.5% |
| Participant deferral / active EE | $2,458 | $3,972-38.1% | $3,609-31.9% | $5,439-54.8% |
| Admin fee / account holder | $70 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |