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 8-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 | $4,824 | $100,901-95.2% | $75,670-93.6% | $147,584-96.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 25.49% | 35.78%-10.3pp | 27.34%-1.9pp | 578.55%-553.1pp |
| Employer contribution / active EE | $795 | $3,253-75.6% | $2,352-66.2% | $4,876-83.7% |
| Participant deferral / active EE | $1,192 | $4,027-70.4% | $3,142-62.1% | $5,439-78.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |