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 6-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 | $5,489 | $114,047-95.2% | $96,139-94.3% | $167,490-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.56% | 189.88%-166.3pp | 191.94%-168.4pp | 478.56%-455.0pp |
| Employer contribution / active EE | $598 | $3,427-82.6% | $2,797-78.6% | $4,837-87.6% |
| Participant deferral / active EE | $3,714 | $5,194-28.5% | $4,349-14.6% | $6,341-41.4% |
| Admin fee / account holder | $30 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |