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 8-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 | $1,580 | $57,281-97.2% | $86,612-98.2% | $75,163-97.9% |
| Participation rate | 86.2% | 63.2%+23.0pp | 71.7%+14.5pp | 67.2%+19.0pp |
| Annual return | 19.62% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $342 | $2,314-85.2% | $3,022-88.7% | $2,670-87.2% |
| Participant deferral / active EE | $992 | $3,318-70.1% | $4,438-77.6% | $4,125-76.0% |
| Admin fee / account holder | $141 | $4,112-96.6% | $5,614-97.5% | $5,651-97.5% |