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 3-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 | $2,759 | $109,982-97.5% | $97,226-97.2% | $145,922-98.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.75% | 242.90%-217.2pp | 75.13%-49.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $860 | $3,084-72.1% | $2,729-68.5% | $4,660-81.5% |
| Participant deferral / active EE | $1,052 | $4,676-77.5% | $4,264-75.3% | $6,688-84.3% |
| Admin fee / account holder | $7 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |