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 3-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 | $5,789 | $96,305-94.0% | $80,569-92.8% | $139,434-95.8% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 34.86% | 1350.08%-1315.2pp | 935.43%-900.6pp | 372.94%-338.1pp |
| Employer contribution / active EE | $537 | $3,262-83.5% | $2,723-80.3% | $4,751-88.7% |
| Participant deferral / active EE | $3,272 | $5,232-37.5% | $4,447-26.4% | $6,710-51.2% |
| Admin fee / account holder | $113 | $6,599-98.3% | $5,377-97.9% | $11,403-99.0% |