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 | $3,996 | $96,305-95.9% | $80,569-95.0% | $139,434-97.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 23.59% | 1350.08%-1326.5pp | 935.43%-911.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $694 | $3,262-78.7% | $2,723-74.5% | $4,751-85.4% |
| Participant deferral / active EE | $1,135 | $5,232-78.3% | $4,447-74.5% | $6,710-83.1% |
| Admin fee / account holder | $28 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |