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 6-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 | $2,870 | $114,047-97.5% | $96,139-97.0% | $167,490-98.3% |
| Participation rate | 87.0% | 75.1%+11.9pp | 68.4%+18.5pp | 82.1%+4.9pp |
| Annual return | 8.91% | 189.88%-181.0pp | 191.94%-183.0pp | 478.56%-469.6pp |
| Employer contribution / active EE | $875 | $3,427-74.5% | $2,797-68.7% | $4,837-81.9% |
| Participant deferral / active EE | $1,087 | $5,194-79.1% | $4,349-75.0% | $6,341-82.9% |
| Admin fee / account holder | $157 | $6,897-97.7% | $5,537-97.2% | $12,309-98.7% |