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 | $6,677 | $60,022-88.9% | $88,946-92.5% | $84,808-92.1% |
| Participation rate | 87.0% | 57.8%+29.1pp | 68.8%+18.1pp | 68.3%+18.6pp |
| Annual return | 672.97% | 22.43%+650.5pp | 57.82%+615.2pp | 40.90%+632.1pp |
| Employer contribution / active EE | $1,050 | $1,703-38.3% | $2,555-58.9% | $2,631-60.1% |
| Participant deferral / active EE | $1,602 | $3,114-48.5% | $4,581-65.0% | $4,212-62.0% |
| Admin fee / account holder | $223 | $4,811-95.4% | $8,261-97.3% | $7,344-97.0% |