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 | $3,966 | $85,202-95.3% | $172,739-97.7% | $72,985-94.6% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 35.33% | 27.32%+8.0pp | 802.84%-767.5pp | 81.00%-45.7pp |
| Employer contribution / active EE | $1,484 | $3,324-55.4% | $5,143-71.1% | $2,440-39.2% |
| Participant deferral / active EE | $2,521 | $3,260-22.7% | $5,198-51.5% | $3,607-30.1% |
| Admin fee / account holder | $132 | $5,884-97.8% | $13,954-99.1% | $5,124-97.4% |