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 | $4,406 | $49,227-91.1% | $70,449-93.7% | $79,858-94.5% |
| Participation rate | 82.1% | 69.2%+12.9pp | 75.1%+7.0pp | 69.6%+12.4pp |
| Annual return | 60.48% | 30.06%+30.4pp | 109.03%-48.5pp | 31.71%+28.8pp |
| Employer contribution / active EE | $1,190 | $2,099-43.3% | $2,737-56.5% | $2,471-51.8% |
| Participant deferral / active EE | $1,423 | $2,768-48.6% | $3,709-61.6% | $3,740-62.0% |
| Admin fee / account holder | $278 | $2,878-90.3% | $3,845-92.8% | $5,306-94.8% |