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 7-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 | $1,820 | $60,124-97.0% | $90,404-98.0% | $79,858-97.7% |
| Participation rate | 89.9% | 65.0%+24.9pp | 72.7%+17.2pp | 69.6%+20.2pp |
| Annual return | 33.96% | 71.94%-38.0pp | 1293.02%-1259.1pp | 31.71%+2.2pp |
| Employer contribution / active EE | $547 | $2,068-73.5% | $3,262-83.2% | $2,471-77.8% |
| Participant deferral / active EE | $1,401 | $2,938-52.3% | $3,963-64.6% | $3,740-62.5% |
| Admin fee / account holder | $170 | $3,976-95.7% | $5,611-97.0% | $5,306-96.8% |