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 | $4,685 | $102,604-95.4% | $86,188-94.6% | $139,434-96.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 14.18% | 1922.51%-1908.3pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $760 | $3,032-74.9% | $2,380-68.1% | $4,751-84.0% |
| Participant deferral / active EE | $1,218 | $4,676-73.9% | $3,985-69.4% | $6,710-81.8% |
| Admin fee / account holder | $61 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |