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 | $2,814 | $72,400-96.1% | $67,502-95.8% | $145,922-98.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 48.55% | 7182.46%-7133.9pp | 3512.12%-3463.6pp | 561.29%-512.7pp |
| Employer contribution / active EE | $982 | $3,069-68.0% | $2,731-64.1% | $4,660-78.9% |
| Participant deferral / active EE | $1,473 | $4,783-69.2% | $4,000-63.2% | $6,688-78.0% |
| Admin fee / account holder | $15 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |