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 | $4,281 | $53,516-92.0% | $126,539-96.6% | $84,808-95.0% |
| Participation rate | 74.6% | 58.2%+16.4pp | 69.8%+4.8pp | 68.3%+6.3pp |
| Annual return | 22.09% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $323 | $1,535-78.9% | $3,674-91.2% | $2,631-87.7% |
| Participant deferral / active EE | $895 | $2,671-66.5% | $4,083-78.1% | $4,212-78.8% |
| Admin fee / account holder | $178 | $4,497-96.0% | $6,065-97.1% | $7,344-97.6% |