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 5-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 | $4,452 | $96,635-95.4% | $86,612-94.9% | $139,434-96.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 17.35% | 106.41%-89.1pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $336 | $3,263-89.7% | $3,022-88.9% | $4,751-92.9% |
| Participant deferral / active EE | $2,071 | $4,836-57.2% | $4,438-53.3% | $6,710-69.1% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |