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 4-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 | $2,376 | $156,846-98.5% | $121,098-98.0% | $139,434-98.3% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.5%+22.2pp | 80.3%+11.3pp |
| Annual return | 43.57% | 1474.56%-1431.0pp | 985.75%-942.2pp | 372.94%-329.4pp |
| Employer contribution / active EE | $721 | $5,536-87.0% | $4,164-82.7% | $4,751-84.8% |
| Participant deferral / active EE | $1,033 | $4,844-78.7% | $4,080-74.7% | $6,710-84.6% |
| Admin fee / account holder | $7 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |