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 4-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 | $1,966 | $202,432-99.0% | $169,368-98.8% | $139,434-98.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 36.99% | 531.74%-494.8pp | 405.60%-368.6pp | 372.94%-336.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,204 | $6,938-82.6% | $6,221-80.6% | $6,710-82.1% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |