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 4-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 | $5,688 | $102,604-94.5% | $86,188-93.4% | $139,434-95.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 36.06% | 1922.51%-1886.4pp | 1168.45%-1132.4pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,266 | $3,032-58.3% | $2,380-46.8% | $4,751-73.4% |
| Participant deferral / active EE | $1,266 | $4,676-72.9% | $3,985-68.2% | $6,710-81.1% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |