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 | $2,998 | $109,327-97.3% | $89,391-96.6% | $158,922-98.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 29.05% | 345.68%-316.6pp | 245.62%-216.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $332 | $3,170-89.5% | $2,586-87.2% | $4,761-93.0% |
| Participant deferral / active EE | $1,369 | $4,598-70.2% | $3,890-64.8% | $5,982-77.1% |
| Admin fee / account holder | $14 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |