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 6-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 | $2,588 | $118,849-97.8% | $96,562-97.3% | $167,490-98.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 54.74% | 50.49%+4.3pp | 37.78%+17.0pp | 478.56%-423.8pp |
| Employer contribution / active EE | $597 | $3,120-80.9% | $2,356-74.7% | $4,837-87.7% |
| Participant deferral / active EE | $1,169 | $4,616-74.7% | $3,849-69.6% | $6,341-81.6% |
| Admin fee / account holder | $1 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |