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 | $3,135 | $115,770-97.3% | $101,248-96.9% | $158,922-98.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 40.70% | 56.14%-15.4pp | 46.47%-5.8pp | 302.83%-262.1pp |
| Employer contribution / active EE | $1,428 | $4,175-65.8% | $3,660-61.0% | $4,761-70.0% |
| Participant deferral / active EE | $1,472 | $4,957-70.3% | $4,370-66.3% | $5,982-75.4% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |