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 | $1,876 | $111,724-98.3% | $93,606-98.0% | $145,922-98.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 401.11% | 202.98%+198.1pp | 133.20%+267.9pp | 561.29%-160.2pp |
| Employer contribution / active EE | $980 | $3,090-68.3% | $2,420-59.5% | $4,660-79.0% |
| Participant deferral / active EE | $1,342 | $4,912-72.7% | $4,411-69.6% | $6,688-79.9% |
| Admin fee / account holder | $279 | $10,250-97.3% | $8,285-96.6% | $13,397-97.9% |