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 3-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 | $2,784 | $88,751-96.9% | $81,812-96.6% | $145,922-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.35% | 1025.40%-1003.1pp | 773.79%-751.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $657 | $3,083-78.7% | $2,912-77.4% | $4,660-85.9% |
| Participant deferral / active EE | $876 | $4,643-81.1% | $4,319-79.7% | $6,688-86.9% |
| Admin fee / account holder | $3 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |