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 4-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 | $3,037 | $175,202-98.3% | $149,673-98.0% | $139,434-97.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 89.63% | 166.71%-77.1pp | 134.42%-44.8pp | 372.94%-283.3pp |
| Employer contribution / active EE | $1,700 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $1,933 | $6,519-70.4% | $5,680-66.0% | $6,710-71.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |