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 | $869 | $76,738-98.9% | $56,411-98.5% | $145,922-99.4% |
| Participation rate | 70.6% | 63.2%+7.4pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 16.28% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $123 | $1,380-91.1% | $1,039-88.2% | $4,660-97.4% |
| Participant deferral / active EE | $493 | $2,623-81.2% | $1,952-74.8% | $6,688-92.6% |
| Admin fee / account holder | $168 | $3,334-95.0% | $2,829-94.1% | $13,397-98.7% |