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 6-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 | $3,696 | $158,398-97.7% | $126,539-97.1% | $142,382-97.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 19.40% | 593.76%-574.4pp | 425.95%-406.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $990 | $4,650-78.7% | $3,674-73.0% | $4,299-77.0% |
| Participant deferral / active EE | $514 | $4,767-89.2% | $4,083-87.4% | $6,507-92.1% |
| Admin fee / account holder | $236 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |