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 | $2,423 | $117,381-97.9% | $99,443-97.6% | $152,861-98.4% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 73.85% | 31.87%+42.0pp | 30.72%+43.1pp | 345.32%-271.5pp |
| Employer contribution / active EE | $869 | $3,013-71.2% | $2,540-65.8% | $4,762-81.7% |
| Participant deferral / active EE | $1,243 | $4,086-69.6% | $3,619-65.7% | $5,850-78.8% |
| Admin fee / account holder | $205 | $7,631-97.3% | $6,250-96.7% | $11,596-98.2% |