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 10-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 | $3,036 | $90,320-96.6% | $59,496-94.9% | $125,391-97.6% |
| Participation rate | 88.9% | 68.3%+20.6pp | 54.6%+34.3pp | 83.2%+5.7pp |
| Annual return | 2.55% | 369.13%-366.6pp | 182.05%-179.5pp | 282.22%-279.7pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $133 | $2,716-95.1% | $1,829-92.7% | $5,352-97.5% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |