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 | $4,729 | $106,515-95.6% | $96,683-95.1% | $139,434-96.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 44.84% | 38.43%+6.4pp | 35.69%+9.1pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,349 | $4,103-67.1% | $3,737-63.9% | $4,751-71.6% |
| Participant deferral / active EE | $1,456 | $5,454-73.3% | $4,878-70.1% | $6,710-78.3% |
| Admin fee / account holder | $178 | $7,877-97.7% | $6,730-97.4% | $11,403-98.4% |