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 6-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 | $5,811 | $124,281-95.3% | $109,143-94.7% | $167,490-96.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 48.76% | 26.04%+22.7pp | 25.75%+23.0pp | 478.56%-429.8pp |
| Employer contribution / active EE | $1,589 | $4,207-62.2% | $3,722-57.3% | $4,837-67.1% |
| Participant deferral / active EE | $3,528 | $5,255-32.9% | $4,653-24.2% | $6,341-44.4% |
| Admin fee / account holder | $22 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |