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 3-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 | $984 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 85.0% | 63.7%+21.3pp | 55.0%+30.0pp | 80.1%+4.9pp |
| Annual return | 18.88% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $82 | $1,202-93.2% | $932-91.2% | $4,299-98.1% |
| Participant deferral / active EE | $324 | $2,364-86.3% | $1,826-82.3% | $6,507-95.0% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |