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 | $6,015 | $107,334-94.4% | $92,893-93.5% | $152,861-96.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 35.61% | 145.58%-110.0pp | 109.41%-73.8pp | 345.32%-309.7pp |
| Employer contribution / active EE | $1,267 | $4,221-70.0% | $3,653-65.3% | $4,762-73.4% |
| Participant deferral / active EE | $1,386 | $4,845-71.4% | $4,236-67.3% | $5,850-76.3% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |