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 | $1,283 | $185,200-99.3% | $142,863-99.1% | $167,490-99.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 30.74% | 8555.70%-8525.0pp | 5637.54%-5606.8pp | 478.56%-447.8pp |
| Employer contribution / active EE | $234 | $5,604-95.8% | $4,144-94.4% | $4,837-95.2% |
| Participant deferral / active EE | $982 | $4,494-78.1% | $3,837-74.4% | $6,341-84.5% |
| Admin fee / account holder | $168 | $8,031-97.9% | $6,560-97.4% | $12,309-98.6% |