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 6-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 | $2,556 | $114,047-97.8% | $96,139-97.3% | $167,490-98.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 18.68% | 189.88%-171.2pp | 191.94%-173.3pp | 478.56%-459.9pp |
| Employer contribution / active EE | $497 | $3,427-85.5% | $2,797-82.2% | $4,837-89.7% |
| Participant deferral / active EE | $1,343 | $5,194-74.1% | $4,349-69.1% | $6,341-78.8% |
| Admin fee / account holder | $60 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |