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 3-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 | $3,744 | $158,398-97.6% | $126,539-97.0% | $142,382-97.4% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 22.65% | 593.76%-571.1pp | 425.95%-403.3pp | 217.08%-194.4pp |
| Employer contribution / active EE | $531 | $4,650-88.6% | $3,674-85.5% | $4,299-87.6% |
| Participant deferral / active EE | $650 | $4,767-86.4% | $4,083-84.1% | $6,507-90.0% |
| Admin fee / account holder | $26 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |