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 5-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 | $1,255 | $81,625-98.5% | $58,482-97.9% | $139,434-99.1% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 76.91% | 7404.20%-7327.3pp | 4239.32%-4162.4pp | 372.94%-296.0pp |
| Employer contribution / active EE | $194 | $1,398-86.1% | $1,053-81.6% | $4,751-95.9% |
| Participant deferral / active EE | $776 | $2,557-69.6% | $1,924-59.6% | $6,710-88.4% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |