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 3-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 | $539 | $30,400-98.2% | $53,898-99.0% | $84,808-99.4% |
| Participation rate | 92.1% | 46.4%+45.7pp | 55.0%+37.1pp | 68.3%+23.8pp |
| Annual return | 36.60% | 500.19%-463.6pp | 528.60%-492.0pp | 40.90%-4.3pp |
| Employer contribution / active EE | $165 | $603-72.7% | $932-82.3% | $2,631-93.7% |
| Participant deferral / active EE | $393 | $1,199-67.2% | $1,826-78.5% | $4,212-90.7% |
| Admin fee / account holder | $42 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |