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 | $2,159 | $210,648-99.0% | $177,989-98.8% | $145,922-98.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.88% | 385.86%-370.0pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,303 | $4,565-71.5% | $3,949-67.0% | $4,660-72.0% |
| Participant deferral / active EE | $2,051 | $6,958-70.5% | $6,276-67.3% | $6,688-69.3% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |