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 | $5,194 | $100,773-94.8% | $88,946-94.2% | $142,382-96.4% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 19.32% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,071 | $2,918-63.3% | $2,555-58.1% | $4,299-75.1% |
| Participant deferral / active EE | $1,195 | $5,230-77.2% | $4,581-73.9% | $6,507-81.6% |
| Admin fee / account holder | $271 | $9,693-97.2% | $8,261-96.7% | $12,624-97.9% |