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 | $6,522 | $108,919-94.0% | $100,391-93.5% | $145,922-95.5% |
| Participation rate | 89.5% | 82.9%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 66.92% | 57.88%+9.0pp | 49.20%+17.7pp | 561.29%-494.4pp |
| Employer contribution / active EE | $559 | $4,419-87.4% | $3,942-85.8% | $4,660-88.0% |
| Participant deferral / active EE | $3,867 | $8,445-54.2% | $8,082-52.2% | $6,688-42.2% |
| Admin fee / account holder | $135 | $9,689-98.6% | $7,899-98.3% | $13,397-99.0% |