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 3-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 | $4,700 | $183,519-97.4% | $155,509-97.0% | $145,922-96.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.64% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,520 | $5,313-71.4% | $4,672-67.5% | $4,660-67.4% |
| Participant deferral / active EE | $1,950 | $6,462-69.8% | $5,626-65.3% | $6,688-70.8% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |