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 | $6,296 | $159,602-96.1% | $150,045-95.8% | $142,382-95.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.68% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,101 | $4,961-57.7% | $4,693-55.2% | $4,299-51.1% |
| Participant deferral / active EE | $4,085 | $8,310-50.8% | $7,997-48.9% | $6,507-37.2% |
| Admin fee / account holder | $171 | $14,846-98.9% | $13,435-98.7% | $12,624-98.6% |