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 | $4,195 | $104,974-96.0% | $95,585-95.6% | $142,382-97.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 17.99% | 210.33%-192.3pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,078 | $2,779-61.2% | $2,527-57.3% | $4,299-74.9% |
| Participant deferral / active EE | $1,659 | $4,352-61.9% | $4,023-58.7% | $6,507-74.5% |
| Admin fee / account holder | $124 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |