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 | $2,905 | $57,281-94.9% | $86,612-96.6% | $75,163-96.1% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 27.69% | 2670.75%-2643.1pp | 591.07%-563.4pp | 160.62%-132.9pp |
| Employer contribution / active EE | $303 | $2,314-86.9% | $3,022-90.0% | $2,670-88.6% |
| Participant deferral / active EE | $1,828 | $3,318-44.9% | $4,438-58.8% | $4,125-55.7% |
| Admin fee / account holder | $159 | $4,112-96.1% | $5,614-97.2% | $5,651-97.2% |