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 8-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 | $3,553 | $100,852-96.5% | $90,404-96.1% | $158,922-97.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.27% | 1724.20%-1696.9pp | 1293.02%-1265.7pp | 302.83%-275.6pp |
| Employer contribution / active EE | $236 | $3,689-93.6% | $3,262-92.8% | $4,761-95.0% |
| Participant deferral / active EE | $1,178 | $4,348-72.9% | $3,963-70.3% | $5,982-80.3% |
| Admin fee / account holder | $31 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |