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 | $5,835 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.02% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,027 | $3,689-72.2% | $3,262-68.5% | $4,761-78.4% |
| Participant deferral / active EE | $1,317 | $4,348-69.7% | $3,963-66.8% | $5,982-78.0% |
| Admin fee / account holder | $44 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |