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 | $876 | $169,032-99.5% | $129,207-99.3% | $145,922-99.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.15% | 14330.11%-14320.0pp | 9417.33%-9407.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $326 | $5,537-94.1% | $4,153-92.2% | $4,660-93.0% |
| Participant deferral / active EE | $487 | $4,987-90.2% | $4,168-88.3% | $6,688-92.7% |
| Admin fee / account holder | $18 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |