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 | $1,920 | $58,208-96.7% | $81,812-97.7% | $80,856-97.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.02% | 41.66%-26.6pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $422 | $2,340-82.0% | $2,912-85.5% | $2,755-84.7% |
| Participant deferral / active EE | $972 | $3,281-70.4% | $4,319-77.5% | $4,296-77.4% |
| Admin fee / account holder | $21 | $4,981-99.6% | $7,386-99.7% | $6,918-99.7% |