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 3-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 | $6,807 | $169,032-96.0% | $129,207-94.7% | $145,922-95.3% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 17.44% | 14330.11%-14312.7pp | 9417.33%-9399.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,847 | $5,537-66.6% | $4,153-55.5% | $4,660-60.4% |
| Participant deferral / active EE | $3,399 | $4,987-31.9% | $4,168-18.5% | $6,688-49.2% |
| Admin fee / account holder | $71 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |