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 | $4,088 | $102,966-96.0% | $90,281-95.5% | $152,861-97.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 16.18% | 95.16%-79.0pp | 78.10%-61.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $912 | $3,139-70.9% | $2,854-68.0% | $4,762-80.8% |
| Participant deferral / active EE | $1,606 | $4,281-62.5% | $3,885-58.7% | $5,850-72.5% |
| Admin fee / account holder | $123 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |