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 3-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 | $2,114 | $72,400-97.1% | $67,502-96.9% | $145,922-98.6% |
| Participation rate | 85.0% | 76.9%+8.1pp | 72.9%+12.1pp | 80.3%+4.7pp |
| Annual return | 16.00% | 7182.46%-7166.5pp | 3512.12%-3496.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $612 | $3,069-80.1% | $2,731-77.6% | $4,660-86.9% |
| Participant deferral / active EE | $1,329 | $4,783-72.2% | $4,000-66.8% | $6,688-80.1% |
| Admin fee / account holder | $118 | $5,539-97.9% | $3,998-97.0% | $13,397-99.1% |