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 9-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 | $4,713 | $100,852-95.3% | $90,404-94.8% | $158,922-97.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 21.71% | 1724.20%-1702.5pp | 1293.02%-1271.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,055 | $3,689-71.4% | $3,262-67.6% | $4,761-77.8% |
| Participant deferral / active EE | $1,821 | $4,348-58.1% | $3,963-54.0% | $5,982-69.6% |
| Admin fee / account holder | $93 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |