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 | $3,596 | $70,756-94.9% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 11.08% | 1754.89%-1743.8pp | 982.45%-971.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $681 | $2,881-76.4% | $2,574-73.6% | $4,299-84.2% |
| Participant deferral / active EE | $1,414 | $4,637-69.5% | $3,961-64.3% | $6,507-78.3% |
| Admin fee / account holder | $55 | $6,559-99.2% | $5,028-98.9% | $12,624-99.6% |