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 | $2,389 | $96,305-97.5% | $80,569-97.0% | $139,434-98.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.47% | 1350.08%-1334.6pp | 935.43%-920.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,479 | $3,262-54.7% | $2,723-45.7% | $4,751-68.9% |
| Participant deferral / active EE | $1,484 | $5,232-71.6% | $4,447-66.6% | $6,710-77.9% |
| Admin fee / account holder | $134 | $6,599-98.0% | $5,377-97.5% | $11,403-98.8% |