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 | $5,360 | $175,202-96.9% | $149,673-96.4% | $139,434-96.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 35.02% | 166.71%-131.7pp | 134.42%-99.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $1,800 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $2,416 | $6,519-62.9% | $5,680-57.5% | $6,710-64.0% |
| Admin fee / account holder | $112 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |