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 | $6,413 | $73,933-91.3% | $96,683-93.4% | $75,163-91.5% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 191.91% | 26.70%+165.2pp | 35.69%+156.2pp | 160.62%+31.3pp |
| Employer contribution / active EE | $2,178 | $2,928-25.6% | $3,737-41.7% | $2,670-18.4% |
| Participant deferral / active EE | $3,252 | $3,659-11.1% | $4,878-33.3% | $4,125-21.2% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |