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 | $5,094 | $112,881-95.5% | $90,951-94.4% | $158,922-96.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.55% | 215.79%-186.2pp | 134.60%-105.0pp | 302.83%-273.3pp |
| Employer contribution / active EE | $477 | $2,893-83.5% | $2,122-77.5% | $4,761-90.0% |
| Participant deferral / active EE | $2,260 | $4,128-45.2% | $3,373-33.0% | $5,982-62.2% |
| Admin fee / account holder | $12 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |