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 | $5,834 | $175,202-96.7% | $149,673-96.1% | $139,434-95.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 53.11% | 166.71%-113.6pp | 134.42%-81.3pp | 372.94%-319.8pp |
| Employer contribution / active EE | $1,680 | $5,474-69.3% | $4,818-65.1% | $4,751-64.6% |
| Participant deferral / active EE | $2,800 | $6,519-57.0% | $5,680-50.7% | $6,710-58.3% |
| Admin fee / account holder | $124 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |