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 | $3,738 | $175,202-97.9% | $149,673-97.5% | $139,434-97.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 47.01% | 166.71%-119.7pp | 134.42%-87.4pp | 372.94%-325.9pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,274 | $6,519-49.8% | $5,680-42.4% | $6,710-51.2% |
| Admin fee / account holder | $206 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |