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 9-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 | $4,961 | $102,966-95.2% | $90,281-94.5% | $152,861-96.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 21.53% | 95.16%-73.6pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $747 | $3,139-76.2% | $2,854-73.8% | $4,762-84.3% |
| Participant deferral / active EE | $1,144 | $4,281-73.3% | $3,885-70.6% | $5,850-80.4% |
| Admin fee / account holder | $58 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |