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 6-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 | $6,479 | $179,726-96.4% | $156,263-95.9% | $142,382-95.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 21.39% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,076 | $5,069-59.1% | $4,333-52.1% | $4,299-51.7% |
| Participant deferral / active EE | $4,287 | $6,956-38.4% | $6,158-30.4% | $6,507-34.1% |
| Admin fee / account holder | $194 | $17,272-98.9% | $14,255-98.6% | $12,624-98.5% |