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 | $4,922 | $102,604-95.2% | $86,188-94.3% | $139,434-96.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 26.01% | 1922.51%-1896.5pp | 1168.45%-1142.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,697 | $3,032-44.0% | $2,380-28.7% | $4,751-64.3% |
| Participant deferral / active EE | $2,667 | $4,676-43.0% | $3,985-33.1% | $6,710-60.3% |
| Admin fee / account holder | $178 | $8,657-97.9% | $6,852-97.4% | $11,403-98.4% |