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 10-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 | $2,996 | $113,339-97.4% | $94,993-96.8% | $147,584-98.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.39% | 20.77%-14.4pp | 27.12%-20.7pp | 578.55%-572.2pp |
| Employer contribution / active EE | $990 | $3,160-68.7% | $2,603-62.0% | $4,876-79.7% |
| Participant deferral / active EE | $990 | $3,777-73.8% | $3,317-70.2% | $5,439-81.8% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |