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 8-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 | $4,220 | $176,662-97.6% | $130,648-96.8% | $152,861-97.2% |
| Participation rate | 81.8% | 79.0%+2.9pp | 71.7%+10.1pp | 82.4%-0.6pp |
| Annual return | 28.21% | 2692.24%-2664.0pp | 1708.96%-1680.8pp | 345.32%-317.1pp |
| Employer contribution / active EE | $663 | $5,742-88.5% | $4,092-83.8% | $4,762-86.1% |
| Participant deferral / active EE | $2,407 | $4,361-44.8% | $3,603-33.2% | $5,850-58.9% |
| Admin fee / account holder | $264 | $7,133-96.3% | $5,464-95.2% | $11,596-97.7% |