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 6-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 | $4,615 | $156,846-97.1% | $121,098-96.2% | $139,434-96.7% |
| Participation rate | 95.5% | 76.4%+19.0pp | 69.5%+26.0pp | 80.3%+15.1pp |
| Annual return | 33.47% | 1474.56%-1441.1pp | 985.75%-952.3pp | 372.94%-339.5pp |
| Employer contribution / active EE | $1,767 | $5,536-68.1% | $4,164-57.6% | $4,751-62.8% |
| Participant deferral / active EE | $3,936 | $4,844-18.7% | $4,080-3.5% | $6,710-41.3% |
| Admin fee / account holder | $118 | $6,946-98.3% | $5,644-97.9% | $11,403-99.0% |