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 | $3,326 | $148,534-97.8% | $135,903-97.6% | $139,434-97.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 63.41% | 79.19%-15.8pp | 68.23%-4.8pp | 372.94%-309.5pp |
| Employer contribution / active EE | $1,159 | $5,243-77.9% | $4,856-76.1% | $4,751-75.6% |
| Participant deferral / active EE | $3,057 | $8,100-62.3% | $7,758-60.6% | $6,710-54.4% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |