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 | $2,856 | $70,756-96.0% | $65,493-95.6% | $142,382-98.0% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 27.24% | 1754.89%-1727.6pp | 982.45%-955.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $595 | $2,881-79.3% | $2,574-76.9% | $4,299-86.2% |
| Participant deferral / active EE | $981 | $4,637-78.8% | $3,961-75.2% | $6,507-84.9% |
| Admin fee / account holder | $2 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |