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 | $840 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 14.01% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $254 | $2,364-89.2% | $1,826-86.1% | $6,507-96.1% |
| Admin fee / account holder | $297 | $2,852-89.6% | $2,491-88.1% | $12,624-97.6% |