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 | $6,748 | $111,754-94.0% | $103,333-93.5% | $145,922-95.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 19.14% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,159 | $4,212-48.7% | $3,868-44.2% | $4,660-53.7% |
| Participant deferral / active EE | $2,790 | $5,619-50.3% | $5,057-44.8% | $6,688-58.3% |
| Admin fee / account holder | $120 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |