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 | $6,938 | $159,602-95.7% | $150,045-95.4% | $142,382-95.1% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 38.54% | 70.24%-31.7pp | 62.55%-24.0pp | 217.08%-178.5pp |
| Employer contribution / active EE | $2,079 | $4,961-58.1% | $4,693-55.7% | $4,299-51.6% |
| Participant deferral / active EE | $3,065 | $8,310-63.1% | $7,997-61.7% | $6,507-52.9% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |