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 | $1,886 | $158,398-98.8% | $126,539-98.5% | $142,382-98.7% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 25.49% | 593.76%-568.3pp | 425.95%-400.5pp | 217.08%-191.6pp |
| Employer contribution / active EE | $418 | $4,650-91.0% | $3,674-88.6% | $4,299-90.3% |
| Participant deferral / active EE | $691 | $4,767-85.5% | $4,083-83.1% | $6,507-89.4% |
| Admin fee / account holder | $7 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |