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 3-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 | $6,341 | $177,572-96.4% | $154,803-95.9% | $142,382-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.03% | 65.07%-28.0pp | 58.88%-21.9pp | 217.08%-180.0pp |
| Employer contribution / active EE | $1,372 | $4,810-71.5% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,694 | $6,272-57.0% | $5,540-51.4% | $6,507-58.6% |
| Admin fee / account holder | $252 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |