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 | $3,549 | $102,966-96.6% | $90,281-96.1% | $152,861-97.7% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 30.41% | 95.16%-64.8pp | 78.10%-47.7pp | 345.32%-314.9pp |
| Employer contribution / active EE | $514 | $3,139-83.6% | $2,854-82.0% | $4,762-89.2% |
| Participant deferral / active EE | $1,063 | $4,281-75.2% | $3,885-72.6% | $5,850-81.8% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |