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 | $5,717 | $117,983-95.2% | $101,794-94.4% | $142,382-96.0% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 21.42% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,042 | $2,773-62.4% | $2,289-54.5% | $4,299-75.8% |
| Participant deferral / active EE | $1,694 | $4,714-64.1% | $4,084-58.5% | $6,507-74.0% |
| Admin fee / account holder | $38 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |