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 | $9,138 | $111,724-91.8% | $93,606-90.2% | $145,922-93.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 18.17% | 202.98%-184.8pp | 133.20%-115.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $554 | $3,090-82.1% | $2,420-77.1% | $4,660-88.1% |
| Participant deferral / active EE | $3,038 | $4,912-38.1% | $4,411-31.1% | $6,688-54.6% |
| Admin fee / account holder | $111 | $10,250-98.9% | $8,285-98.7% | $13,397-99.2% |