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 5-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 | $6,302 | $106,515-94.1% | $96,683-93.5% | $139,434-95.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 26.02% | 38.43%-12.4pp | 35.69%-9.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,154 | $4,103-71.9% | $3,737-69.1% | $4,751-75.7% |
| Participant deferral / active EE | $1,666 | $5,454-69.4% | $4,878-65.8% | $6,710-75.2% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |