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 | $5,708 | $111,301-94.9% | $112,977-94.9% | $158,922-96.4% |
| Participation rate | 95.7% | 83.5%+12.1pp | 82.6%+13.1pp | 82.0%+13.7pp |
| Annual return | 39.99% | 26.40%+13.6pp | 24.24%+15.7pp | 302.83%-262.8pp |
| Employer contribution / active EE | $1,220 | $4,471-72.7% | $4,255-71.3% | $4,761-74.4% |
| Participant deferral / active EE | $2,058 | $5,880-65.0% | $5,836-64.7% | $5,982-65.6% |
| Admin fee / account holder | $232 | $8,392-97.2% | $6,294-96.3% | $11,246-97.9% |