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 5-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 | $3,561 | $70,756-95.0% | $65,493-94.6% | $142,382-97.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.79% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $337 | $2,881-88.3% | $2,574-86.9% | $4,299-92.2% |
| Participant deferral / active EE | $826 | $4,637-82.2% | $3,961-79.2% | $6,507-87.3% |
| Admin fee / account holder | $89 | $6,559-98.6% | $5,028-98.2% | $12,624-99.3% |