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 | $4,271 | $85,022-95.0% | $70,515-93.9% | $139,434-96.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 53.02% | 30.38%+22.6pp | 32.77%+20.3pp | 372.94%-319.9pp |
| Employer contribution / active EE | $1,153 | $3,909-70.5% | $2,973-61.2% | $4,751-75.7% |
| Participant deferral / active EE | $1,318 | $5,890-77.6% | $4,567-71.1% | $6,710-80.4% |
| Admin fee / account holder | $81 | $8,906-99.1% | $6,412-98.7% | $11,403-99.3% |