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 | $5,214 | $115,770-95.5% | $101,248-94.9% | $158,922-96.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 129.08% | 56.14%+72.9pp | 46.47%+82.6pp | 302.83%-173.7pp |
| Employer contribution / active EE | $1,200 | $4,175-71.2% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $1,975 | $4,957-60.2% | $4,370-54.8% | $5,982-67.0% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |