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 5-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 | $3,505 | $102,604-96.6% | $86,188-95.9% | $139,434-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.16% | 1922.51%-1901.3pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $897 | $3,032-70.4% | $2,380-62.3% | $4,751-81.1% |
| Participant deferral / active EE | $2,520 | $4,676-46.1% | $3,985-36.8% | $6,710-62.4% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |