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 7-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 | $1,683 | $121,625-98.6% | $104,607-98.4% | $158,922-98.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.93% | 465.26%-426.3pp | 340.46%-301.5pp | 302.83%-263.9pp |
| Employer contribution / active EE | $592 | $3,163-81.3% | $2,681-77.9% | $4,761-87.6% |
| Participant deferral / active EE | $1,603 | $4,177-61.6% | $3,740-57.1% | $5,982-73.2% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |