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 | $5,009 | $89,355-94.4% | $141,162-96.5% | $72,985-93.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 225.31% | 111.85%+113.5pp | 71.39%+153.9pp | 81.00%+144.3pp |
| Employer contribution / active EE | $1,430 | $3,114-54.1% | $4,735-69.8% | $2,440-41.4% |
| Participant deferral / active EE | $3,031 | $5,418-44.1% | $6,709-54.8% | $3,607-16.0% |
| Admin fee / account holder | $28 | $5,958-99.5% | $10,261-99.7% | $5,124-99.5% |