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 4-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 | $6,106 | $114,381-94.7% | $107,525-94.3% | $142,382-95.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.27% | 242.71%-226.4pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $895 | $4,015-77.7% | $3,754-76.2% | $4,299-79.2% |
| Participant deferral / active EE | $1,626 | $5,564-70.8% | $5,116-68.2% | $6,507-75.0% |
| Admin fee / account holder | $135 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |