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 | $6,616 | $114,381-94.2% | $107,525-93.8% | $142,382-95.4% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 26.33% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,764 | $4,015-56.1% | $3,754-53.0% | $4,299-59.0% |
| Participant deferral / active EE | $2,775 | $5,564-50.1% | $5,116-45.8% | $6,507-57.4% |
| Admin fee / account holder | $34 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |