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 7-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 | $3,370 | $96,305-96.5% | $80,569-95.8% | $139,434-97.6% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 15.08% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,323 | $3,262-59.4% | $2,723-51.4% | $4,751-72.1% |
| Participant deferral / active EE | $1,578 | $5,232-69.8% | $4,447-64.5% | $6,710-76.5% |
| Admin fee / account holder | $255 | $6,599-96.1% | $5,377-95.3% | $11,403-97.8% |