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 4-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 | $4,714 | $99,877-95.3% | $84,966-94.5% | $145,922-96.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 18.24% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,358 | $3,231-58.0% | $2,727-50.2% | $4,660-70.9% |
| Participant deferral / active EE | $1,929 | $5,291-63.5% | $4,519-57.3% | $6,688-71.2% |
| Admin fee / account holder | $292 | $7,248-96.0% | $6,149-95.3% | $13,397-97.8% |