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 | $5,629 | $183,519-96.9% | $155,509-96.4% | $145,922-96.1% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 33.16% | 61.17%-28.0pp | 64.67%-31.5pp | 561.29%-528.1pp |
| Employer contribution / active EE | $2,224 | $5,313-58.1% | $4,672-52.4% | $4,660-52.3% |
| Participant deferral / active EE | $3,290 | $6,462-49.1% | $5,626-41.5% | $6,688-50.8% |
| Admin fee / account holder | $242 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |