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 7-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 | $2,630 | $109,327-97.6% | $89,391-97.1% | $158,922-98.3% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 71.21% | 345.68%-274.5pp | 245.62%-174.4pp | 302.83%-231.6pp |
| Employer contribution / active EE | $325 | $3,170-89.7% | $2,586-87.4% | $4,761-93.2% |
| Participant deferral / active EE | $878 | $4,598-80.9% | $3,890-77.4% | $5,982-85.3% |
| Admin fee / account holder | $35 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |