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 3-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 | $1,792 | $31,310-94.3% | $53,898-96.7% | $74,304-97.6% |
| Participation rate | 86.1% | 30.7%+55.5pp | 55.0%+31.2pp | 60.3%+25.8pp |
| Annual return | 28.59% | 23.16%+5.4pp | 528.60%-500.0pp | 29.43%-0.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,084 | $934+16.0% | $1,826-40.7% | $3,767-71.2% |
| Admin fee / account holder | $291 | $2,175-86.6% | $2,491-88.3% | $2,969-90.2% |