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 8-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 | $4,828 | $48,570-90.1% | $130,648-96.3% | $72,985-93.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 31.53% | 38.63%-7.1pp | 1708.96%-1677.4pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,339 | $1,334+0.4% | $4,092-67.3% | $2,440-45.1% |
| Participant deferral / active EE | $2,123 | $2,384-11.0% | $3,603-41.1% | $3,607-41.2% |
| Admin fee / account holder | $92 | $3,549-97.4% | $5,464-98.3% | $5,124-98.2% |