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 5-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 | $1,037 | $70,606-98.5% | $53,898-98.1% | $142,382-99.3% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 24.02% | 619.81%-595.8pp | 528.60%-504.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $202 | $1,202-83.2% | $932-78.3% | $4,299-95.3% |
| Participant deferral / active EE | $367 | $2,364-84.5% | $1,826-79.9% | $6,507-94.4% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |