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 | $2,663 | $96,635-97.2% | $86,612-96.9% | $139,434-98.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 28.45% | 106.41%-78.0pp | 591.07%-562.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $353 | $3,263-89.2% | $3,022-88.3% | $4,751-92.6% |
| Participant deferral / active EE | $1,356 | $4,836-72.0% | $4,438-69.4% | $6,710-79.8% |
| Admin fee / account holder | $232 | $6,408-96.4% | $5,614-95.9% | $11,403-98.0% |