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 | $2,018 | $109,327-98.2% | $89,391-97.7% | $158,922-98.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 65.13% | 345.68%-280.5pp | 245.62%-180.5pp | 302.83%-237.7pp |
| Employer contribution / active EE | $460 | $3,170-85.5% | $2,586-82.2% | $4,761-90.3% |
| Participant deferral / active EE | $1,290 | $4,598-71.9% | $3,890-66.8% | $5,982-78.4% |
| Admin fee / account holder | $97 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |