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 | $4,416 | $53,516-91.7% | $126,539-96.5% | $84,808-94.8% |
| Participation rate | 84.9% | 58.2%+26.7pp | 69.8%+15.1pp | 68.3%+16.6pp |
| Annual return | 20.59% | 58.34%-37.7pp | 425.95%-405.4pp | 40.90%-20.3pp |
| Employer contribution / active EE | $720 | $1,535-53.1% | $3,674-80.4% | $2,631-72.6% |
| Participant deferral / active EE | $1,139 | $2,671-57.4% | $4,083-72.1% | $4,212-73.0% |
| Admin fee / account holder | $150 | $4,497-96.7% | $6,065-97.5% | $7,344-98.0% |