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 6-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 | $2,029 | $57,281-96.5% | $86,612-97.7% | $75,163-97.3% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 24.31% | 2670.75%-2646.4pp | 591.07%-566.8pp | 160.62%-136.3pp |
| Employer contribution / active EE | $364 | $2,314-84.3% | $3,022-87.9% | $2,670-86.4% |
| Participant deferral / active EE | $1,207 | $3,318-63.6% | $4,438-72.8% | $4,125-70.7% |
| Admin fee / account holder | $115 | $4,112-97.2% | $5,614-97.9% | $5,651-98.0% |