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 3-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 | $5,762 | $117,983-95.1% | $101,794-94.3% | $142,382-96.0% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 107.36% | 36.92%+70.4pp | 30.53%+76.8pp | 217.08%-109.7pp |
| Employer contribution / active EE | $549 | $2,773-80.2% | $2,289-76.0% | $4,299-87.2% |
| Participant deferral / active EE | $1,930 | $4,714-59.1% | $4,084-52.8% | $6,507-70.3% |
| Admin fee / account holder | $74 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |