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 | $5,428 | $185,200-97.1% | $142,863-96.2% | $167,490-96.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 78.80% | 8555.70%-8476.9pp | 5637.54%-5558.7pp | 478.56%-399.8pp |
| Employer contribution / active EE | $687 | $5,604-87.7% | $4,144-83.4% | $4,837-85.8% |
| Participant deferral / active EE | $1,557 | $4,494-65.4% | $3,837-59.4% | $6,341-75.5% |
| Admin fee / account holder | $24 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |