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 | $6,104 | $228,332-97.3% | $185,823-96.7% | $158,922-96.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 29.36% | 40.80%-11.4pp | 35.95%-6.6pp | 302.83%-273.5pp |
| Employer contribution / active EE | $752 | $4,967-84.9% | $4,087-81.6% | $4,761-84.2% |
| Participant deferral / active EE | $1,532 | $6,415-76.1% | $5,632-72.8% | $5,982-74.4% |
| Admin fee / account holder | $45 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |