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 5-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 | $5,789 | $133,958-95.7% | $112,228-94.8% | $134,475-95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 56.74% | 47.11%+9.6pp | 27.45%+29.3pp | 417.96%-361.2pp |
| Employer contribution / active EE | $1,994 | $4,038-50.6% | $3,635-45.1% | $4,740-57.9% |
| Participant deferral / active EE | $2,566 | $5,291-51.5% | $4,728-45.7% | $6,400-59.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |