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 7-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 | $5,866 | $100,773-94.2% | $88,946-93.4% | $142,382-95.9% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 20.94% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $747 | $2,918-74.4% | $2,555-70.8% | $4,299-82.6% |
| Participant deferral / active EE | $1,215 | $5,230-76.8% | $4,581-73.5% | $6,507-81.3% |
| Admin fee / account holder | $170 | $9,693-98.3% | $8,261-97.9% | $12,624-98.7% |