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 | $1,273 | $81,625-98.4% | $58,482-97.8% | $139,434-99.1% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 10.64% | 7404.20%-7393.6pp | 4239.32%-4228.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $166 | $1,398-88.1% | $1,053-84.3% | $4,751-96.5% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |