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 | $4,006 | $96,305-95.8% | $80,569-95.0% | $139,434-97.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 60.93% | 1350.08%-1289.2pp | 935.43%-874.5pp | 372.94%-312.0pp |
| Employer contribution / active EE | $503 | $3,262-84.6% | $2,723-81.5% | $4,751-89.4% |
| Participant deferral / active EE | $2,103 | $5,232-59.8% | $4,447-52.7% | $6,710-68.7% |
| Admin fee / account holder | $10 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |