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 7-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 | $1,232 | $100,852-98.8% | $90,404-98.6% | $158,922-99.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 60.26% | 1724.20%-1663.9pp | 1293.02%-1232.8pp | 302.83%-242.6pp |
| Employer contribution / active EE | $529 | $3,689-85.7% | $3,262-83.8% | $4,761-88.9% |
| Participant deferral / active EE | $766 | $4,348-82.4% | $3,963-80.7% | $5,982-87.2% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |