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 | $2,228 | $100,852-97.8% | $90,404-97.5% | $158,922-98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.02% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $827 | $3,689-77.6% | $3,262-74.6% | $4,761-82.6% |
| Participant deferral / active EE | $1,175 | $4,348-73.0% | $3,963-70.4% | $5,982-80.4% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |