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 | $7,408 | $175,202-95.8% | $149,673-95.1% | $139,434-94.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 29.63% | 166.71%-137.1pp | 134.42%-104.8pp | 372.94%-343.3pp |
| Employer contribution / active EE | $2,169 | $5,474-60.4% | $4,818-55.0% | $4,751-54.3% |
| Participant deferral / active EE | $3,381 | $6,519-48.1% | $5,680-40.5% | $6,710-49.6% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |