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 8-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 | $5,415 | $107,334-95.0% | $92,893-94.2% | $152,861-96.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 30.04% | 145.58%-115.5pp | 109.41%-79.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,078 | $4,221-74.5% | $3,653-70.5% | $4,762-77.4% |
| Participant deferral / active EE | $1,617 | $4,845-66.6% | $4,236-61.8% | $5,850-72.4% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |