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 5-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 | $4,576 | $96,635-95.3% | $86,612-94.7% | $139,434-96.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 24.81% | 106.41%-81.6pp | 591.07%-566.3pp | 372.94%-348.1pp |
| Employer contribution / active EE | $877 | $3,263-73.1% | $3,022-71.0% | $4,751-81.5% |
| Participant deferral / active EE | $1,463 | $4,836-69.7% | $4,438-67.0% | $6,710-78.2% |
| Admin fee / account holder | $140 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |