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 | $1,793 | $74,888-97.6% | $71,209-97.5% | $142,382-98.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.95% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,271 | $2,854-55.5% | $2,721-53.3% | $4,299-70.4% |
| Participant deferral / active EE | $1,271 | $4,454-71.5% | $4,175-69.6% | $6,507-80.5% |
| Admin fee / account holder | $72 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |