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 | $1,874 | $102,966-98.2% | $90,281-97.9% | $152,861-98.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 44.04% | 95.16%-51.1pp | 78.10%-34.1pp | 345.32%-301.3pp |
| Employer contribution / active EE | $559 | $3,139-82.2% | $2,854-80.4% | $4,762-88.3% |
| Participant deferral / active EE | $808 | $4,281-81.1% | $3,885-79.2% | $5,850-86.2% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |