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 | $1,297 | $96,635-98.7% | $86,612-98.5% | $139,434-99.1% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 32.13% | 106.41%-74.3pp | 591.07%-558.9pp | 372.94%-340.8pp |
| Employer contribution / active EE | $571 | $3,263-82.5% | $3,022-81.1% | $4,751-88.0% |
| Participant deferral / active EE | $955 | $4,836-80.3% | $4,438-78.5% | $6,710-85.8% |
| Admin fee / account holder | $87 | $6,408-98.6% | $5,614-98.5% | $11,403-99.2% |