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 | $2,242 | $57,281-96.1% | $86,612-97.4% | $75,163-97.0% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 18.82% | 2670.75%-2651.9pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $577 | $2,314-75.0% | $3,022-80.9% | $2,670-78.4% |
| Participant deferral / active EE | $934 | $3,318-71.9% | $4,438-79.0% | $4,125-77.4% |
| Admin fee / account holder | $32 | $4,112-99.2% | $5,614-99.4% | $5,651-99.4% |