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 | $4,298 | $85,022-94.9% | $70,515-93.9% | $139,434-96.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 32.92% | 30.38%+2.5pp | 32.77%+0.1pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,224 | $3,909-68.7% | $2,973-58.8% | $4,751-74.2% |
| Participant deferral / active EE | $1,224 | $5,890-79.2% | $4,567-73.2% | $6,710-81.8% |
| Admin fee / account holder | $12 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |