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 | $5,029 | $39,019-87.1% | $80,716-93.8% | $85,850-94.1% |
| Participation rate | 97.2% | 41.5%+55.7pp | 54.2%+43.1pp | 69.3%+27.9pp |
| Annual return | 29.16% | 26.27%+2.9pp | 87.28%-58.1pp | 318.53%-289.4pp |
| Employer contribution / active EE | $900 | $722+24.7% | $1,160-22.4% | $2,565-64.9% |
| Participant deferral / active EE | $2,664 | $1,326+101.0% | $2,146+24.2% | $3,952-32.6% |
| Admin fee / account holder | $229 | $2,431-90.6% | $3,380-93.2% | $6,260-96.3% |