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 8-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 | $5,119 | $157,256-96.7% | $141,162-96.4% | $152,861-96.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 37.51% | 64.32%-26.8pp | 71.39%-33.9pp | 345.32%-307.8pp |
| Employer contribution / active EE | $1,136 | $5,261-78.4% | $4,735-76.0% | $4,762-76.1% |
| Participant deferral / active EE | $2,626 | $7,109-63.1% | $6,709-60.9% | $5,850-55.1% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |