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 5-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 | $4,945 | $110,809-95.5% | $86,874-94.3% | $167,490-97.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 26.72% | 116.98%-90.3pp | 63.52%-36.8pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,148 | $3,244-64.6% | $2,495-54.0% | $4,837-76.3% |
| Participant deferral / active EE | $1,840 | $4,546-59.5% | $3,699-50.3% | $6,341-71.0% |
| Admin fee / account holder | $24 | $8,415-99.7% | $5,828-99.6% | $12,309-99.8% |