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 | $4,619 | $102,604-95.5% | $86,188-94.6% | $139,434-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 58.89% | 1922.51%-1863.6pp | 1168.45%-1109.6pp | 372.94%-314.1pp |
| Employer contribution / active EE | $1,552 | $3,032-48.8% | $2,380-34.8% | $4,751-67.3% |
| Participant deferral / active EE | $2,558 | $4,676-45.3% | $3,985-35.8% | $6,710-61.9% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |