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 | $1,287 | $29,660-95.7% | $56,411-97.7% | $80,856-98.4% |
| Participation rate | 88.2% | 41.6%+46.6pp | 52.5%+35.8pp | 67.6%+20.6pp |
| Annual return | 16.64% | 35.23%-18.6pp | 1701.33%-1684.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $424 | $669-36.7% | $1,039-59.2% | $2,755-84.6% |
| Participant deferral / active EE | $527 | $1,226-57.0% | $1,952-73.0% | $4,296-87.7% |
| Admin fee / account holder | $144 | $2,428-94.1% | $2,829-94.9% | $6,918-97.9% |