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 9-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 | $5,029 | $185,200-97.3% | $142,863-96.5% | $167,490-97.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.30% | 8555.70%-8545.4pp | 5637.54%-5627.2pp | 478.56%-468.3pp |
| Employer contribution / active EE | $633 | $5,604-88.7% | $4,144-84.7% | $4,837-86.9% |
| Participant deferral / active EE | $360 | $4,494-92.0% | $3,837-90.6% | $6,341-94.3% |
| Admin fee / account holder | $67 | $8,031-99.2% | $6,560-99.0% | $12,309-99.5% |