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 7-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 | $5,313 | $118,450-95.5% | $98,439-94.6% | $139,434-96.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 25.57% | 18.94%+6.6pp | 21.16%+4.4pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,236 | $3,609-65.7% | $3,048-59.4% | $4,751-74.0% |
| Participant deferral / active EE | $2,008 | $5,392-62.8% | $4,738-57.6% | $6,710-70.1% |
| Admin fee / account holder | $42 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |