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 6-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 | $5,239 | $84,696-93.8% | $75,696-93.1% | $167,490-96.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 652.67% | 199.36%+453.3pp | 104.53%+548.1pp | 478.56%+174.1pp |
| Employer contribution / active EE | $522 | $3,230-83.8% | $2,743-81.0% | $4,837-89.2% |
| Participant deferral / active EE | $1,364 | $4,580-70.2% | $3,821-64.3% | $6,341-78.5% |
| Admin fee / account holder | $133 | $5,355-97.5% | $3,619-96.3% | $12,309-98.9% |