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 | $739 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 38.08% | 7404.20%-7366.1pp | 4239.32%-4201.2pp | 372.94%-334.9pp |
| Employer contribution / active EE | $370 | $1,398-73.5% | $1,053-64.9% | $4,751-92.2% |
| Participant deferral / active EE | $688 | $2,557-73.1% | $1,924-64.3% | $6,710-89.8% |
| Admin fee / account holder | $126 | $3,265-96.1% | $2,516-95.0% | $11,403-98.9% |