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 9-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 | $6,762 | $157,256-95.7% | $141,162-95.2% | $152,861-95.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 29.92% | 64.32%-34.4pp | 71.39%-41.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,128 | $5,261-78.6% | $4,735-76.2% | $4,762-76.3% |
| Participant deferral / active EE | $3,322 | $7,109-53.3% | $6,709-50.5% | $5,850-43.2% |
| Admin fee / account holder | $279 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |