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 | $6,664 | $99,918-93.3% | $81,382-91.8% | $145,922-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.52% | 34.32%-11.8pp | 24.73%-2.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,267 | $2,978-23.9% | $2,463-7.9% | $4,660-51.3% |
| Participant deferral / active EE | $5,434 | $4,605+18.0% | $3,883+39.9% | $6,688-18.7% |
| Admin fee / account holder | $60 | $8,212-99.3% | $5,768-99.0% | $13,397-99.6% |