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 7-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 | $5,869 | $91,190-93.6% | $178,490-96.7% | $79,858-92.7% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 36.52% | 24.19%+12.3pp | 151.07%-114.6pp | 31.71%+4.8pp |
| Employer contribution / active EE | $805 | $3,256-75.3% | $5,011-83.9% | $2,471-67.4% |
| Participant deferral / active EE | $1,543 | $3,236-52.3% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |