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 | $2,093 | $58,208-96.4% | $81,812-97.4% | $80,856-97.4% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 13.85% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $564 | $2,340-75.9% | $2,912-80.6% | $2,755-79.5% |
| Participant deferral / active EE | $745 | $3,281-77.3% | $4,319-82.7% | $4,296-82.7% |
| Admin fee / account holder | $264 | $4,981-94.7% | $7,386-96.4% | $6,918-96.2% |