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 | $4,669 | $107,334-95.7% | $92,893-95.0% | $152,861-96.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 66.77% | 145.58%-78.8pp | 109.41%-42.6pp | 345.32%-278.6pp |
| Employer contribution / active EE | $1,232 | $4,221-70.8% | $3,653-66.3% | $4,762-74.1% |
| Participant deferral / active EE | $2,992 | $4,845-38.2% | $4,236-29.4% | $5,850-48.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |