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 10-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 | $5,935 | $90,503-93.4% | $78,689-92.5% | $273,961-97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 197.30% | 75.60%+121.7pp | 62.18%+135.1pp | 41.45%+155.8pp |
| Employer contribution / active EE | $82 | $3,176-97.4% | $2,851-97.1% | $4,869-98.3% |
| Participant deferral / active EE | $872 | $3,901-77.6% | $3,517-75.2% | $5,287-83.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |