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 5-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 | $3,325 | $65,409-94.9% | $98,442-96.6% | $85,850-96.1% |
| Participation rate | 78.4% | 65.0%+13.4pp | 73.3%+5.0pp | 69.3%+9.1pp |
| Annual return | 24.06% | 21.76%+2.3pp | 1492.73%-1468.7pp | 318.53%-294.5pp |
| Employer contribution / active EE | $811 | $2,168-62.6% | $2,960-72.6% | $2,565-68.4% |
| Participant deferral / active EE | $1,440 | $3,166-54.5% | $4,276-66.3% | $3,952-63.6% |
| Admin fee / account holder | $101 | $4,593-97.8% | $5,949-98.3% | $6,260-98.4% |