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 | $2,472 | $54,705-95.5% | $71,209-96.5% | $84,808-97.1% |
| Participation rate | 74.5% | 64.1%+10.5pp | 73.8%+0.8pp | 68.3%+6.2pp |
| Annual return | 22.06% | 35.90%-13.8pp | 282.51%-260.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $442 | $2,158-79.5% | $2,721-83.8% | $2,631-83.2% |
| Participant deferral / active EE | $660 | $3,030-78.2% | $4,175-84.2% | $4,212-84.3% |
| Admin fee / account holder | $197 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |