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 7-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 | $5,769 | $100,852-94.3% | $90,404-93.6% | $158,922-96.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 60.24% | 1724.20%-1664.0pp | 1293.02%-1232.8pp | 302.83%-242.6pp |
| Employer contribution / active EE | $755 | $3,689-79.5% | $3,262-76.9% | $4,761-84.1% |
| Participant deferral / active EE | $2,288 | $4,348-47.4% | $3,963-42.3% | $5,982-61.8% |
| Admin fee / account holder | $34 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |