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 9-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 | $2,795 | $102,616-97.3% | $81,983-96.6% | $158,922-98.2% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.2%+20.2pp | 82.0%+7.5pp |
| Annual return | 15.27% | 61.04%-45.8pp | 41.31%-26.0pp | 302.83%-287.6pp |
| Employer contribution / active EE | $600 | $3,240-81.5% | $2,498-76.0% | $4,761-87.4% |
| Participant deferral / active EE | $1,370 | $4,648-70.5% | $3,722-63.2% | $5,982-77.1% |
| Admin fee / account holder | $151 | $8,235-98.2% | $5,664-97.3% | $11,246-98.7% |