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 6-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 | $5,423 | $123,909-95.6% | $69,647-92.2% | $145,922-96.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | 9.47% | 190.55%-181.1pp | 100.48%-91.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $766 | $2,682-71.4% | $1,712-55.3% | $4,660-83.6% |
| Participant deferral / active EE | $1,201 | $4,236-71.7% | $2,886-58.4% | $6,688-82.0% |
| Admin fee / account holder | $105 | $7,863-98.7% | $4,713-97.8% | $13,397-99.2% |