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 | $6,646 | $118,849-94.4% | $96,562-93.1% | $167,490-96.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.09% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,845 | $3,120-8.8% | $2,356+20.7% | $4,837-41.2% |
| Participant deferral / active EE | $4,594 | $4,616-0.5% | $3,849+19.4% | $6,341-27.6% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |