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 | $4,875 | $96,635-95.0% | $86,612-94.4% | $139,434-96.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.27% | 106.41%-85.1pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $799 | $3,263-75.5% | $3,022-73.6% | $4,751-83.2% |
| Participant deferral / active EE | $1,075 | $4,836-77.8% | $4,438-75.8% | $6,710-84.0% |
| Admin fee / account holder | $42 | $6,408-99.3% | $5,614-99.3% | $11,403-99.6% |