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 9-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 | $13,036 | $107,934-87.9% | $91,989-85.8% | $152,861-91.5% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 77.27% | 89.24%-12.0pp | 69.02%+8.3pp | 345.32%-268.0pp |
| Employer contribution / active EE | $665 | $4,210-84.2% | $3,452-80.7% | $4,762-86.0% |
| Participant deferral / active EE | $3,641 | $6,364-42.8% | $5,923-38.5% | $5,850-37.8% |
| Admin fee / account holder | $6 | $10,520-99.9% | $7,743-99.9% | $11,596-100.0% |