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 | $3,659 | $110,261-96.7% | $95,745-96.2% | $139,434-97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.51% | 27.11%+1.4pp | 28.35%+0.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $719 | $3,257-77.9% | $2,835-74.6% | $4,751-84.9% |
| Participant deferral / active EE | $1,672 | $4,676-64.2% | $4,245-60.6% | $6,710-75.1% |
| Admin fee / account holder | $13 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |