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 6-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 | $3,206 | $96,305-96.7% | $80,569-96.0% | $139,434-97.7% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.33% | 1350.08%-1329.7pp | 935.43%-915.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $891 | $3,262-72.7% | $2,723-67.3% | $4,751-81.2% |
| Participant deferral / active EE | $1,495 | $5,232-71.4% | $4,447-66.4% | $6,710-77.7% |
| Admin fee / account holder | $210 | $6,599-96.8% | $5,377-96.1% | $11,403-98.2% |