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 | $948 | $76,738-98.8% | $56,411-98.3% | $145,922-99.4% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.9pp | 80.3%-6.9pp |
| Annual return | 19.73% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $523 | $1,380-62.1% | $1,039-49.7% | $4,660-88.8% |
| Participant deferral / active EE | $553 | $2,623-78.9% | $1,952-71.7% | $6,688-91.7% |
| Admin fee / account holder | $130 | $3,334-96.1% | $2,829-95.4% | $13,397-99.0% |