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 | $2,457 | $96,635-97.5% | $86,612-97.2% | $139,434-98.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 72.87% | 106.41%-33.5pp | 591.07%-518.2pp | 372.94%-300.1pp |
| Employer contribution / active EE | $877 | $3,263-73.1% | $3,022-71.0% | $4,751-81.5% |
| Participant deferral / active EE | $1,141 | $4,836-76.4% | $4,438-74.3% | $6,710-83.0% |
| Admin fee / account holder | $116 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |