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 5-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 | $4,449 | $102,966-95.7% | $90,281-95.1% | $152,861-97.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.50% | 95.16%-57.7pp | 78.10%-40.6pp | 345.32%-307.8pp |
| Employer contribution / active EE | $1,168 | $3,139-62.8% | $2,854-59.1% | $4,762-75.5% |
| Participant deferral / active EE | $1,459 | $4,281-65.9% | $3,885-62.4% | $5,850-75.1% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |