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 | $3,624 | $61,774-94.1% | $97,226-96.3% | $80,856-95.5% |
| Participation rate | 91.4% | 63.5%+27.9pp | 72.7%+18.7pp | 67.6%+23.8pp |
| Annual return | 24.14% | -557.90%+582.0pp | 75.13%-51.0pp | 35.59%-11.5pp |
| Employer contribution / active EE | $413 | $1,837-77.5% | $2,729-84.9% | $2,755-85.0% |
| Participant deferral / active EE | $1,138 | $3,029-62.4% | $4,264-73.3% | $4,296-73.5% |
| Admin fee / account holder | $11 | $5,166-99.8% | $5,654-99.8% | $6,918-99.8% |