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 | $1,835 | $100,852-98.2% | $90,404-98.0% | $158,922-98.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 77.71% | 1724.20%-1646.5pp | 1293.02%-1215.3pp | 302.83%-225.1pp |
| Employer contribution / active EE | $731 | $3,689-80.2% | $3,262-77.6% | $4,761-84.7% |
| Participant deferral / active EE | $1,055 | $4,348-75.7% | $3,963-73.4% | $5,982-82.4% |
| Admin fee / account holder | $16 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |