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 | $2,186 | $158,398-98.6% | $126,539-98.3% | $142,382-98.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.65% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $591 | $4,650-87.3% | $3,674-83.9% | $4,299-86.3% |
| Participant deferral / active EE | $668 | $4,767-86.0% | $4,083-83.6% | $6,507-89.7% |
| Admin fee / account holder | $74 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |