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 5-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 | $2,427 | $88,751-97.3% | $81,812-97.0% | $145,922-98.3% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 12.93% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $979 | $3,083-68.3% | $2,912-66.4% | $4,660-79.0% |
| Participant deferral / active EE | $784 | $4,643-83.1% | $4,319-81.9% | $6,688-88.3% |
| Admin fee / account holder | $151 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |