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 7-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 | $5,597 | $91,190-93.9% | $178,490-96.9% | $79,858-93.0% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 201.93% | 24.19%+177.7pp | 151.07%+50.9pp | 31.71%+170.2pp |
| Employer contribution / active EE | $906 | $3,256-72.2% | $5,011-81.9% | $2,471-63.3% |
| Participant deferral / active EE | $3,838 | $3,236+18.6% | $5,202-26.2% | $3,740+2.6% |
| Admin fee / account holder | $174 | $6,751-97.4% | $13,984-98.8% | $5,306-96.7% |