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 | $4,472 | $100,852-95.6% | $90,404-95.1% | $158,922-97.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 34.69% | 1724.20%-1689.5pp | 1293.02%-1258.3pp | 302.83%-268.1pp |
| Employer contribution / active EE | $1,355 | $3,689-63.3% | $3,262-58.5% | $4,761-71.5% |
| Participant deferral / active EE | $2,054 | $4,348-52.8% | $3,963-48.2% | $5,982-65.7% |
| Admin fee / account holder | $28 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |