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 | $481 | $81,625-99.4% | $58,482-99.2% | $139,434-99.7% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 27.10% | 7404.20%-7377.1pp | 4239.32%-4212.2pp | 372.94%-345.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $239 | $2,557-90.7% | $1,924-87.6% | $6,710-96.4% |
| Admin fee / account holder | $15 | $3,265-99.5% | $2,516-99.4% | $11,403-99.9% |