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 | $2,279 | $100,773-97.7% | $88,946-97.4% | $142,382-98.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 81.55% | 70.18%+11.4pp | 57.82%+23.7pp | 217.08%-135.5pp |
| Employer contribution / active EE | $1,311 | $2,918-55.1% | $2,555-48.7% | $4,299-69.5% |
| Participant deferral / active EE | $1,736 | $5,230-66.8% | $4,581-62.1% | $6,507-73.3% |
| Admin fee / account holder | $191 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |