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 | $7,883 | $111,724-92.9% | $93,606-91.6% | $145,922-94.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 122.70% | 202.98%-80.3pp | 133.20%-10.5pp | 561.29%-438.6pp |
| Employer contribution / active EE | $1,920 | $3,090-37.9% | $2,420-20.7% | $4,660-58.8% |
| Participant deferral / active EE | $3,395 | $4,912-30.9% | $4,411-23.0% | $6,688-49.2% |
| Admin fee / account holder | $7 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |