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 | $4,087 | $111,724-96.3% | $93,606-95.6% | $145,922-97.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.19% | 202.98%-179.8pp | 133.20%-110.0pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,466 | $3,090-52.6% | $2,420-39.4% | $4,660-68.5% |
| Participant deferral / active EE | $1,601 | $4,912-67.4% | $4,411-63.7% | $6,688-76.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |