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 3-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 | $6,944 | $183,519-96.2% | $155,509-95.5% | $145,922-95.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.96% | 61.17%-22.2pp | 64.67%-25.7pp | 561.29%-522.3pp |
| Employer contribution / active EE | $2,070 | $5,313-61.0% | $4,672-55.7% | $4,660-55.6% |
| Participant deferral / active EE | $3,428 | $6,462-47.0% | $5,626-39.1% | $6,688-48.7% |
| Admin fee / account holder | $115 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |