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 | $6,030 | $80,717-92.5% | $154,803-96.1% | $84,808-92.9% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.0pp | 68.3%+29.8pp |
| Annual return | 84.72% | 37.96%+46.8pp | 58.88%+25.8pp | 40.90%+43.8pp |
| Employer contribution / active EE | $1,141 | $2,761-58.7% | $4,305-73.5% | $2,631-56.6% |
| Participant deferral / active EE | $1,333 | $3,303-59.7% | $5,540-75.9% | $4,212-68.4% |
| Admin fee / account holder | $261 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |