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 | $5,474 | $177,572-96.9% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 32.56% | 65.07%-32.5pp | 58.88%-26.3pp | 217.08%-184.5pp |
| Employer contribution / active EE | $1,668 | $4,810-65.3% | $4,305-61.3% | $4,299-61.2% |
| Participant deferral / active EE | $2,482 | $6,272-60.4% | $5,540-55.2% | $6,507-61.9% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |