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 8-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 | $2,908 | $127,264-97.7% | $109,895-97.4% | $167,490-98.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.44% | 22.97%-4.5pp | 29.45%-11.0pp | 478.56%-460.1pp |
| Employer contribution / active EE | $594 | $3,322-82.1% | $2,842-79.1% | $4,837-87.7% |
| Participant deferral / active EE | $956 | $4,514-78.8% | $4,048-76.4% | $6,341-84.9% |
| Admin fee / account holder | $14 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |