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 | $1,914 | $158,398-98.8% | $126,539-98.5% | $142,382-98.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 23.36% | 593.76%-570.4pp | 425.95%-402.6pp | 217.08%-193.7pp |
| Employer contribution / active EE | $585 | $4,650-87.4% | $3,674-84.1% | $4,299-86.4% |
| Participant deferral / active EE | $603 | $4,767-87.3% | $4,083-85.2% | $6,507-90.7% |
| Admin fee / account holder | $66 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |