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 | $8,940 | $63,861-86.0% | $104,607-91.5% | $79,858-88.8% |
| Participation rate | 90.3% | 64.9%+25.4pp | 74.1%+16.2pp | 69.6%+20.7pp |
| Annual return | 49.45% | 21.30%+28.2pp | 340.46%-291.0pp | 31.71%+17.7pp |
| Employer contribution / active EE | $1,602 | $1,588+0.9% | $2,681-40.2% | $2,471-35.2% |
| Participant deferral / active EE | $3,263 | $2,693+21.2% | $3,740-12.7% | $3,740-12.7% |
| Admin fee / account holder | $170 | $4,185-95.9% | $6,473-97.4% | $5,306-96.8% |