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 5-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 | $7,463 | $156,846-95.2% | $121,098-93.8% | $139,434-94.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 23.54% | 1474.56%-1451.0pp | 985.75%-962.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,603 | $5,536-71.1% | $4,164-61.5% | $4,751-66.3% |
| Participant deferral / active EE | $2,154 | $4,844-55.5% | $4,080-47.2% | $6,710-67.9% |
| Admin fee / account holder | $13 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |