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 | $5,073 | $228,332-97.8% | $185,823-97.3% | $158,922-96.8% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 49.57% | 40.80%+8.8pp | 35.95%+13.6pp | 302.83%-253.3pp |
| Employer contribution / active EE | $1,327 | $4,967-73.3% | $4,087-67.5% | $4,761-72.1% |
| Participant deferral / active EE | $1,682 | $6,415-73.8% | $5,632-70.1% | $5,982-71.9% |
| Admin fee / account holder | $95 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |