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 | $5,946 | $53,516-88.9% | $126,539-95.3% | $84,808-93.0% |
| Participation rate | 89.5% | 58.2%+31.2pp | 69.8%+19.7pp | 68.3%+21.2pp |
| Annual return | 25.53% | 58.34%-32.8pp | 425.95%-400.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,334 | $1,535-13.1% | $3,674-63.7% | $2,631-49.3% |
| Participant deferral / active EE | $2,326 | $2,671-12.9% | $4,083-43.0% | $4,212-44.8% |
| Admin fee / account holder | $18 | $4,497-99.6% | $6,065-99.7% | $7,344-99.8% |