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 | $5,233 | $100,852-94.8% | $90,404-94.2% | $158,922-96.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 9.73% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $872 | $3,689-76.4% | $3,262-73.3% | $4,761-81.7% |
| Participant deferral / active EE | $1,525 | $4,348-64.9% | $3,963-61.5% | $5,982-74.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |