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 | $4,671 | $110,261-95.8% | $95,745-95.1% | $139,434-96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.24% | 27.11%+9.1pp | 28.35%+7.9pp | 372.94%-336.7pp |
| Employer contribution / active EE | $1,730 | $3,257-46.9% | $2,835-39.0% | $4,751-63.6% |
| Participant deferral / active EE | $1,737 | $4,676-62.9% | $4,245-59.1% | $6,710-74.1% |
| Admin fee / account holder | $21 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |