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 3-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 | $5,173 | $156,846-96.7% | $121,098-95.7% | $139,434-96.3% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 30.21% | 1474.56%-1444.3pp | 985.75%-955.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $722 | $5,536-87.0% | $4,164-82.7% | $4,751-84.8% |
| Participant deferral / active EE | $1,243 | $4,844-74.3% | $4,080-69.5% | $6,710-81.5% |
| Admin fee / account holder | $28 | $6,946-99.6% | $5,644-99.5% | $11,403-99.8% |