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 9-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 | $4,050 | $156,846-97.4% | $121,098-96.7% | $139,434-97.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 16.03% | 1474.56%-1458.5pp | 985.75%-969.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $294 | $5,536-94.7% | $4,164-92.9% | $4,751-93.8% |
| Participant deferral / active EE | $429 | $4,844-91.1% | $4,080-89.5% | $6,710-93.6% |
| Admin fee / account holder | $16 | $6,946-99.8% | $5,644-99.7% | $11,403-99.9% |