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 7-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 | $1,614 | $169,032-99.0% | $129,207-98.8% | $145,922-98.9% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 15.00% | 14330.11%-14315.1pp | 9417.33%-9402.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $610 | $5,537-89.0% | $4,153-85.3% | $4,660-86.9% |
| Participant deferral / active EE | $909 | $4,987-81.8% | $4,168-78.2% | $6,688-86.4% |
| Admin fee / account holder | $7 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |