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 | $1,003 | $100,852-99.0% | $90,404-98.9% | $158,922-99.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.51% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $472 | $3,689-87.2% | $3,262-85.5% | $4,761-90.1% |
| Participant deferral / active EE | $760 | $4,348-82.5% | $3,963-80.8% | $5,982-87.3% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |