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 | $3,502 | $110,261-96.8% | $95,745-96.3% | $139,434-97.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 34.45% | 27.11%+7.3pp | 28.35%+6.1pp | 372.94%-338.5pp |
| Employer contribution / active EE | $1,173 | $3,257-64.0% | $2,835-58.6% | $4,751-75.3% |
| Participant deferral / active EE | $1,607 | $4,676-65.6% | $4,245-62.1% | $6,710-76.0% |
| Admin fee / account holder | $10 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |