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 | $3,191 | $158,398-98.0% | $126,539-97.5% | $142,382-97.8% |
| Participation rate | 90.5% | 75.8%+14.7pp | 69.8%+20.7pp | 80.1%+10.4pp |
| Annual return | 19.67% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $612 | $4,650-86.8% | $3,674-83.3% | $4,299-85.8% |
| Participant deferral / active EE | $622 | $4,767-87.0% | $4,083-84.8% | $6,507-90.4% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |