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 | $1,139 | $76,738-98.5% | $56,411-98.0% | $145,922-99.2% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.5pp | 80.3%-3.4pp |
| Annual return | 16.44% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $234 | $1,380-83.0% | $1,039-77.4% | $4,660-95.0% |
| Participant deferral / active EE | $508 | $2,623-80.6% | $1,952-74.0% | $6,688-92.4% |
| Admin fee / account holder | $8 | $3,334-99.7% | $2,829-99.7% | $13,397-99.9% |