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 | $4,448 | $96,635-95.4% | $86,612-94.9% | $139,434-96.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 31.66% | 106.41%-74.8pp | 591.07%-559.4pp | 372.94%-341.3pp |
| Employer contribution / active EE | $714 | $3,263-78.1% | $3,022-76.4% | $4,751-85.0% |
| Participant deferral / active EE | $1,330 | $4,836-72.5% | $4,438-70.0% | $6,710-80.2% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |