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 | $2,871 | $112,881-97.5% | $90,951-96.8% | $158,922-98.2% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 93.41% | 215.79%-122.4pp | 134.60%-41.2pp | 302.83%-209.4pp |
| Employer contribution / active EE | $921 | $2,893-68.2% | $2,122-56.6% | $4,761-80.7% |
| Participant deferral / active EE | $1,403 | $4,128-66.0% | $3,373-58.4% | $5,982-76.5% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |