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 | $6,388 | $165,984-96.2% | $164,813-96.1% | $145,922-95.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 58.70% | 100.03%-41.3pp | 69.93%-11.2pp | 561.29%-502.6pp |
| Employer contribution / active EE | $3,420 | $5,273-35.1% | $4,341-21.2% | $4,660-26.6% |
| Participant deferral / active EE | $3,983 | $6,959-42.8% | $6,031-34.0% | $6,688-40.4% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |