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 | $8,923 | $102,604-91.3% | $86,188-89.6% | $139,434-93.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 33.00% | 1922.51%-1889.5pp | 1168.45%-1135.4pp | 372.94%-339.9pp |
| Employer contribution / active EE | $802 | $3,032-73.6% | $2,380-66.3% | $4,751-83.1% |
| Participant deferral / active EE | $4,048 | $4,676-13.4% | $3,985+1.6% | $6,710-39.7% |
| Admin fee / account holder | $9 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |