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 | $3,166 | $102,966-96.9% | $90,281-96.5% | $152,861-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.61% | 95.16%-73.5pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,287 | $3,139-59.0% | $2,854-54.9% | $4,762-73.0% |
| Participant deferral / active EE | $1,795 | $4,281-58.1% | $3,885-53.8% | $5,850-69.3% |
| Admin fee / account holder | $213 | $6,171-96.5% | $5,351-96.0% | $11,596-98.2% |