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 | $5,667 | $177,572-96.8% | $154,803-96.3% | $142,382-96.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 21.27% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,297 | $4,810-73.0% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $2,599 | $6,272-58.6% | $5,540-53.1% | $6,507-60.1% |
| Admin fee / account holder | $172 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |