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 | $281 | $70,606-99.6% | $53,898-99.5% | $142,382-99.8% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 35.99% | 619.81%-583.8pp | 528.60%-492.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $86 | $1,202-92.9% | $932-90.8% | $4,299-98.0% |
| Participant deferral / active EE | $243 | $2,364-89.7% | $1,826-86.7% | $6,507-96.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |