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 | $4,170 | $65,409-93.6% | $98,442-95.8% | $85,850-95.1% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.3%+12.5pp |
| Annual return | 36.94% | 21.76%+15.2pp | 1492.73%-1455.8pp | 318.53%-281.6pp |
| Employer contribution / active EE | $916 | $2,168-57.7% | $2,960-69.1% | $2,565-64.3% |
| Participant deferral / active EE | $1,204 | $3,166-62.0% | $4,276-71.8% | $3,952-69.5% |
| Admin fee / account holder | $194 | $4,593-95.8% | $5,949-96.7% | $6,260-96.9% |