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 | $1,277 | $185,200-99.3% | $142,863-99.1% | $167,490-99.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.40% | 8555.70%-8541.3pp | 5637.54%-5623.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $548 | $5,604-90.2% | $4,144-86.8% | $4,837-88.7% |
| Participant deferral / active EE | $670 | $4,494-85.1% | $3,837-82.6% | $6,341-89.4% |
| Admin fee / account holder | $9 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |