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 | $4,143 | $100,852-95.9% | $90,404-95.4% | $158,922-97.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.39% | 1724.20%-1689.8pp | 1293.02%-1258.6pp | 302.83%-268.4pp |
| Employer contribution / active EE | $717 | $3,689-80.6% | $3,262-78.0% | $4,761-84.9% |
| Participant deferral / active EE | $1,453 | $4,348-66.6% | $3,963-63.3% | $5,982-75.7% |
| Admin fee / account holder | $23 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |