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 | $1,351 | $158,398-99.1% | $126,539-98.9% | $142,382-99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.78% | 593.76%-569.0pp | 425.95%-401.2pp | 217.08%-192.3pp |
| Employer contribution / active EE | $478 | $4,650-89.7% | $3,674-87.0% | $4,299-88.9% |
| Participant deferral / active EE | $542 | $4,767-88.6% | $4,083-86.7% | $6,507-91.7% |
| Admin fee / account holder | $15 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |