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 | $2,283 | $109,327-97.9% | $89,391-97.4% | $158,922-98.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 149.80% | 345.68%-195.9pp | 245.62%-95.8pp | 302.83%-153.0pp |
| Employer contribution / active EE | $758 | $3,170-76.1% | $2,586-70.7% | $4,761-84.1% |
| Participant deferral / active EE | $1,824 | $4,598-60.3% | $3,890-53.1% | $5,982-69.5% |
| Admin fee / account holder | $168 | $6,153-97.3% | $4,881-96.6% | $11,246-98.5% |