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 | $962 | $76,738-98.7% | $56,411-98.3% | $145,922-99.3% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.9pp | 80.3%+13.1pp |
| Annual return | 18.51% | 2994.23%-2975.7pp | 1701.33%-1682.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $173 | $1,380-87.5% | $1,039-83.3% | $4,660-96.3% |
| Participant deferral / active EE | $693 | $2,623-73.6% | $1,952-64.5% | $6,688-89.6% |
| Admin fee / account holder | $170 | $3,334-94.9% | $2,829-94.0% | $13,397-98.7% |