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 7-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 | $5,662 | $109,327-94.8% | $89,391-93.7% | $158,922-96.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 35.34% | 345.68%-310.3pp | 245.62%-210.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $1,039 | $3,170-67.2% | $2,586-59.8% | $4,761-78.2% |
| Participant deferral / active EE | $1,712 | $4,598-62.8% | $3,890-56.0% | $5,982-71.4% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |