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 6-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 | $5,414 | $106,515-94.9% | $96,683-94.4% | $139,434-96.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 54.98% | 38.43%+16.6pp | 35.69%+19.3pp | 372.94%-318.0pp |
| Employer contribution / active EE | $1,771 | $4,103-56.8% | $3,737-52.6% | $4,751-62.7% |
| Participant deferral / active EE | $1,950 | $5,454-64.2% | $4,878-60.0% | $6,710-70.9% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |