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 | $5,501 | $133,958-95.9% | $112,228-95.1% | $134,475-95.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.30% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,032 | $4,038-74.4% | $3,635-71.6% | $4,740-78.2% |
| Participant deferral / active EE | $1,805 | $5,291-65.9% | $4,728-61.8% | $6,400-71.8% |
| Admin fee / account holder | $276 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |