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 | $1,492 | $27,915-94.7% | $58,482-97.4% | $75,163-98.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 15.72% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $600 | $669-10.3% | $1,053-43.0% | $2,670-77.5% |
| Participant deferral / active EE | $478 | $1,201-60.2% | $1,924-75.1% | $4,125-88.4% |
| Admin fee / account holder | $81 | $1,726-95.3% | $2,516-96.8% | $5,651-98.6% |