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 5-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 | $6,282 | $142,344-95.6% | $119,609-94.7% | $134,475-95.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 50.56% | -12.44%+63.0pp | -14.97%+65.5pp | 417.96%-367.4pp |
| Employer contribution / active EE | $1,601 | $5,222-69.3% | $4,232-62.2% | $4,740-66.2% |
| Participant deferral / active EE | $2,112 | $6,469-67.4% | $5,602-62.3% | $6,400-67.0% |
| Admin fee / account holder | $145 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |