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 | $1,027 | $81,625-98.7% | $58,482-98.2% | $139,434-99.3% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 47.41% | 7404.20%-7356.8pp | 4239.32%-4191.9pp | 372.94%-325.5pp |
| Employer contribution / active EE | $528 | $1,398-62.2% | $1,053-49.8% | $4,751-88.9% |
| Participant deferral / active EE | $721 | $2,557-71.8% | $1,924-62.5% | $6,710-89.3% |
| Admin fee / account holder | $159 | $3,265-95.1% | $2,516-93.7% | $11,403-98.6% |