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 4-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 | $2,099 | $101,069-97.9% | $81,478-97.4% | $147,584-98.6% |
| Participation rate | 89.5% | 74.5%+15.0pp | 68.0%+21.5pp | 82.8%+6.6pp |
| Annual return | 22.22% | 32.40%-10.2pp | 38.78%-16.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $213 | $3,205-93.4% | $2,568-91.7% | $4,876-95.6% |
| Participant deferral / active EE | $1,038 | $4,242-75.5% | $3,537-70.6% | $5,439-80.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |