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 9-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 | $2,269 | $108,172-97.9% | $77,482-97.1% | $158,922-98.6% |
| Participation rate | 82.6% | 64.4%+18.2pp | 54.2%+28.4pp | 82.0%+0.7pp |
| Annual return | 15.36% | 31.67%-16.3pp | 54.79%-39.4pp | 302.83%-287.5pp |
| Employer contribution / active EE | $400 | $1,325-69.8% | $986-59.5% | $4,761-91.6% |
| Participant deferral / active EE | $674 | $2,456-72.6% | $1,861-63.8% | $5,982-88.7% |
| Admin fee / account holder | $107 | $3,708-97.1% | $2,858-96.3% | $11,246-99.0% |