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 | $5,425 | $159,602-96.6% | $150,045-96.4% | $142,382-96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.83% | 70.24%-40.4pp | 62.55%-32.7pp | 217.08%-187.2pp |
| Employer contribution / active EE | $4,086 | $4,961-17.6% | $4,693-12.9% | $4,299-4.9% |
| Participant deferral / active EE | $2,503 | $8,310-69.9% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |