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 9-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 | $5,726 | $99,020-94.2% | $86,590-93.4% | $147,584-96.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 36.42% | 1312.34%-1275.9pp | 964.84%-928.4pp | 578.55%-542.1pp |
| Employer contribution / active EE | $1,534 | $3,132-51.0% | $2,839-46.0% | $4,876-68.6% |
| Participant deferral / active EE | $2,829 | $3,972-28.8% | $3,609-21.6% | $5,439-48.0% |
| Admin fee / account holder | $94 | $5,710-98.4% | $4,906-98.1% | $10,885-99.1% |