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 | $3,875 | $158,398-97.6% | $126,539-96.9% | $142,382-97.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.28% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $438 | $4,650-90.6% | $3,674-88.1% | $4,299-89.8% |
| Participant deferral / active EE | $747 | $4,767-84.3% | $4,083-81.7% | $6,507-88.5% |
| Admin fee / account holder | $208 | $6,918-97.0% | $6,065-96.6% | $12,624-98.3% |