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 | $3,521 | $100,852-96.5% | $90,404-96.1% | $158,922-97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.03% | 1724.20%-1696.2pp | 1293.02%-1265.0pp | 302.83%-274.8pp |
| Employer contribution / active EE | $780 | $3,689-78.9% | $3,262-76.1% | $4,761-83.6% |
| Participant deferral / active EE | $1,267 | $4,348-70.9% | $3,963-68.0% | $5,982-78.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |