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 | $2,819 | $100,852-97.2% | $90,404-96.9% | $158,922-98.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 126.94% | 1724.20%-1597.3pp | 1293.02%-1166.1pp | 302.83%-175.9pp |
| Employer contribution / active EE | $798 | $3,689-78.4% | $3,262-75.5% | $4,761-83.2% |
| Participant deferral / active EE | $904 | $4,348-79.2% | $3,963-77.2% | $5,982-84.9% |
| Admin fee / account holder | $244 | $6,501-96.3% | $5,611-95.7% | $11,246-97.8% |