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 | $6,283 | $96,635-93.5% | $86,612-92.7% | $139,434-95.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 37.81% | 106.41%-68.6pp | 591.07%-553.3pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,241 | $3,263-62.0% | $3,022-58.9% | $4,751-73.9% |
| Participant deferral / active EE | $2,410 | $4,836-50.2% | $4,438-45.7% | $6,710-64.1% |
| Admin fee / account holder | $66 | $6,408-99.0% | $5,614-98.8% | $11,403-99.4% |