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 | $10,414 | $175,202-94.1% | $149,673-93.0% | $139,434-92.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 58.49% | 166.71%-108.2pp | 134.42%-75.9pp | 372.94%-314.4pp |
| Employer contribution / active EE | $2,074 | $5,474-62.1% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $5,356 | $6,519-17.8% | $5,680-5.7% | $6,710-20.2% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |