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 6-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 | $5,405 | $60,124-91.0% | $90,404-94.0% | $79,858-93.2% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 31.33% | 71.94%-40.6pp | 1293.02%-1261.7pp | 31.71%-0.4pp |
| Employer contribution / active EE | $975 | $2,068-52.8% | $3,262-70.1% | $2,471-60.5% |
| Participant deferral / active EE | $1,454 | $2,938-50.5% | $3,963-63.3% | $3,740-61.1% |
| Admin fee / account holder | $44 | $3,976-98.9% | $5,611-99.2% | $5,306-99.2% |