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 | $4,523 | $72,400-93.8% | $67,502-93.3% | $145,922-96.9% |
| Participation rate | 81.3% | 76.9%+4.4pp | 72.9%+8.4pp | 80.3%+1.0pp |
| Annual return | 13.91% | 7182.46%-7168.6pp | 3512.12%-3498.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $907 | $3,069-70.4% | $2,731-66.8% | $4,660-80.5% |
| Participant deferral / active EE | $1,023 | $4,783-78.6% | $4,000-74.4% | $6,688-84.7% |
| Admin fee / account holder | $75 | $5,539-98.6% | $3,998-98.1% | $13,397-99.4% |