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 4-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 | $5,220 | $202,432-97.4% | $169,368-96.9% | $139,434-96.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.45% | 531.74%-503.3pp | 405.60%-377.1pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,260 | $4,692-73.1% | $4,013-68.6% | $4,751-73.5% |
| Participant deferral / active EE | $1,459 | $6,938-79.0% | $6,221-76.6% | $6,710-78.3% |
| Admin fee / account holder | $2 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |