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 4-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 | $5,990 | $99,918-94.0% | $81,382-92.6% | $145,922-95.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 23.32% | 34.32%-11.0pp | 24.73%-1.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,187 | $2,978-60.1% | $2,463-51.8% | $4,660-74.5% |
| Participant deferral / active EE | $1,691 | $4,605-63.3% | $3,883-56.4% | $6,688-74.7% |
| Admin fee / account holder | $27 | $8,212-99.7% | $5,768-99.5% | $13,397-99.8% |