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 | $5,474 | $176,662-96.9% | $130,648-95.8% | $152,861-96.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 14.08% | 2692.24%-2678.2pp | 1708.96%-1694.9pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,677 | $5,742-36.0% | $4,092-10.1% | $4,762-22.8% |
| Participant deferral / active EE | $971 | $4,361-77.7% | $3,603-73.1% | $5,850-83.4% |
| Admin fee / account holder | $2 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |