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 | $3,849 | $104,907-96.3% | $84,611-95.5% | $152,861-97.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 32.85% | 373.79%-340.9pp | 258.74%-225.9pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,217 | $3,302-63.1% | $2,652-54.1% | $4,762-74.5% |
| Participant deferral / active EE | $1,951 | $4,688-58.4% | $3,899-50.0% | $5,850-66.7% |
| Admin fee / account holder | $95 | $6,241-98.5% | $4,912-98.1% | $11,596-99.2% |