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 6-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 | $4,030 | $109,817-96.3% | $98,442-95.9% | $167,490-97.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.97% | 1956.69%-1936.7pp | 1492.73%-1472.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,149 | $3,224-64.4% | $2,960-61.2% | $4,837-76.3% |
| Participant deferral / active EE | $1,992 | $4,673-57.4% | $4,276-53.4% | $6,341-68.6% |
| Admin fee / account holder | $118 | $6,753-98.2% | $5,949-98.0% | $12,309-99.0% |