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 4-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 | $5,909 | $74,927-92.1% | $101,794-94.2% | $84,808-93.0% |
| Participation rate | 92.1% | 61.4%+30.7pp | 69.2%+22.9pp | 68.3%+23.8pp |
| Annual return | 33.21% | 18.70%+14.5pp | 30.53%+2.7pp | 40.90%-7.7pp |
| Employer contribution / active EE | $1,517 | $1,522-0.3% | $2,289-33.7% | $2,631-42.3% |
| Participant deferral / active EE | $2,264 | $3,099-26.9% | $4,084-44.6% | $4,212-46.2% |
| Admin fee / account holder | $67 | $6,514-99.0% | $8,777-99.2% | $7,344-99.1% |