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 | $6,366 | $177,572-96.4% | $154,803-95.9% | $142,382-95.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 34.48% | 65.07%-30.6pp | 58.88%-24.4pp | 217.08%-182.6pp |
| Employer contribution / active EE | $995 | $4,810-79.3% | $4,305-76.9% | $4,299-76.8% |
| Participant deferral / active EE | $2,158 | $6,272-65.6% | $5,540-61.0% | $6,507-66.8% |
| Admin fee / account holder | $84 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |