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 | $5,960 | $102,966-94.2% | $90,281-93.4% | $152,861-96.1% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 80.48% | 95.16%-14.7pp | 78.10%+2.4pp | 345.32%-264.8pp |
| Employer contribution / active EE | $2,076 | $3,139-33.9% | $2,854-27.3% | $4,762-56.4% |
| Participant deferral / active EE | $3,662 | $4,281-14.5% | $3,885-5.7% | $5,850-37.4% |
| Admin fee / account holder | $42 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |