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 | $5,691 | $99,877-94.3% | $84,966-93.3% | $145,922-96.1% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 34.14% | 83.76%-49.6pp | 66.38%-32.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $965 | $3,231-70.1% | $2,727-64.6% | $4,660-79.3% |
| Participant deferral / active EE | $2,412 | $5,291-54.4% | $4,519-46.6% | $6,688-63.9% |
| Admin fee / account holder | $209 | $7,248-97.1% | $6,149-96.6% | $13,397-98.4% |