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 10-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 | $4,099 | $99,020-95.9% | $86,590-95.3% | $147,584-97.2% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 79.33% | 1312.34%-1233.0pp | 964.84%-885.5pp | 578.55%-499.2pp |
| Employer contribution / active EE | $1,544 | $3,132-50.7% | $2,839-45.6% | $4,876-68.3% |
| Participant deferral / active EE | $2,132 | $3,972-46.3% | $3,609-40.9% | $5,439-60.8% |
| Admin fee / account holder | $183 | $5,710-96.8% | $4,906-96.3% | $10,885-98.3% |