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 | $2,959 | $77,899-96.2% | $149,673-98.0% | $75,163-96.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.75% | 31.72%-3.0pp | 134.42%-105.7pp | 160.62%-131.9pp |
| Employer contribution / active EE | $604 | $3,137-80.8% | $4,818-87.5% | $2,670-77.4% |
| Participant deferral / active EE | $1,209 | $3,411-64.5% | $5,680-78.7% | $4,125-70.7% |
| Admin fee / account holder | $81 | $5,956-98.6% | $13,210-99.4% | $5,651-98.6% |