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 | $4,759 | $176,662-97.3% | $130,648-96.4% | $152,861-96.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 39.45% | 2692.24%-2652.8pp | 1708.96%-1669.5pp | 345.32%-305.9pp |
| Employer contribution / active EE | $901 | $5,742-84.3% | $4,092-78.0% | $4,762-81.1% |
| Participant deferral / active EE | $1,327 | $4,361-69.6% | $3,603-63.2% | $5,850-77.3% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |