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 | $4,040 | $70,428-94.3% | $96,562-95.8% | $85,850-95.3% |
| Participation rate | 97.0% | 61.8%+35.2pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 42.59% | 18.59%+24.0pp | 37.78%+4.8pp | 318.53%-275.9pp |
| Employer contribution / active EE | $1,701 | $1,413+20.4% | $2,356-27.8% | $2,565-33.7% |
| Participant deferral / active EE | $2,741 | $2,894-5.3% | $3,849-28.8% | $3,952-30.6% |
| Admin fee / account holder | $31 | $4,997-99.4% | $6,181-99.5% | $6,260-99.5% |