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 8-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 | $3,288 | $107,334-96.9% | $92,893-96.5% | $152,861-97.8% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.4%+4.5pp |
| Annual return | 76.39% | 145.58%-69.2pp | 109.41%-33.0pp | 345.32%-268.9pp |
| Employer contribution / active EE | $1,947 | $4,221-53.9% | $3,653-46.7% | $4,762-59.1% |
| Participant deferral / active EE | $2,807 | $4,845-42.1% | $4,236-33.7% | $5,850-52.0% |
| Admin fee / account holder | $113 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |