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 5-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 | $8,001 | $57,281-86.0% | $86,612-90.8% | $75,163-89.4% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.7pp |
| Annual return | 61.49% | 2670.75%-2609.3pp | 591.07%-529.6pp | 160.62%-99.1pp |
| Employer contribution / active EE | $1,106 | $2,314-52.2% | $3,022-63.4% | $2,670-58.6% |
| Participant deferral / active EE | $1,719 | $3,318-48.2% | $4,438-61.3% | $4,125-58.3% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |