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 | $5,986 | $56,114-89.3% | $96,139-93.8% | $85,850-93.0% |
| Participation rate | 81.1% | 56.7%+24.4pp | 68.4%+12.6pp | 69.3%+11.8pp |
| Annual return | 40.78% | 42.30%-1.5pp | 191.94%-151.2pp | 318.53%-277.8pp |
| Employer contribution / active EE | $1,146 | $1,620-29.2% | $2,797-59.0% | $2,565-55.3% |
| Participant deferral / active EE | $2,212 | $2,859-22.6% | $4,349-49.1% | $3,952-44.0% |
| Admin fee / account holder | $233 | $3,768-93.8% | $5,537-95.8% | $6,260-96.3% |