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 | $6,307 | $149,734-95.8% | $118,925-94.7% | $158,922-96.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 53.47% | 19.95%+33.5pp | 35.88%+17.6pp | 302.83%-249.4pp |
| Employer contribution / active EE | $1,274 | $4,115-69.0% | $3,263-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $2,816 | $5,223-46.1% | $4,265-34.0% | $5,982-52.9% |
| Admin fee / account holder | $90 | $8,603-99.0% | $6,581-98.6% | $11,246-99.2% |