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 | $2,295 | $46,553-95.1% | $64,056-96.4% | $75,163-96.9% |
| Participation rate | 79.3% | 65.9%+13.4pp | 72.3%+7.0pp | 67.2%+12.1pp |
| Annual return | 136.51% | 26.03%+110.5pp | 33.69%+102.8pp | 160.62%-24.1pp |
| Employer contribution / active EE | $418 | $1,974-78.8% | $2,747-84.8% | $2,670-84.3% |
| Participant deferral / active EE | $1,771 | $2,837-37.6% | $3,880-54.4% | $4,125-57.1% |
| Admin fee / account holder | $5 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |