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 | $4,113 | $169,032-97.6% | $129,207-96.8% | $145,922-97.2% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 48.71% | 14330.11%-14281.4pp | 9417.33%-9368.6pp | 561.29%-512.6pp |
| Employer contribution / active EE | $1,447 | $5,537-73.9% | $4,153-65.2% | $4,660-68.9% |
| Participant deferral / active EE | $1,399 | $4,987-72.0% | $4,168-66.4% | $6,688-79.1% |
| Admin fee / account holder | $236 | $9,954-97.6% | $7,715-96.9% | $13,397-98.2% |