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 | $4,634 | $72,400-93.6% | $67,502-93.1% | $145,922-96.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 150.29% | 7182.46%-7032.2pp | 3512.12%-3361.8pp | 561.29%-411.0pp |
| Employer contribution / active EE | $844 | $3,069-72.5% | $2,731-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $1,491 | $4,783-68.8% | $4,000-62.7% | $6,688-77.7% |
| Admin fee / account holder | $4 | $5,539-99.9% | $3,998-99.9% | $13,397-100.0% |