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 | $4,352 | $100,773-95.7% | $88,946-95.1% | $142,382-96.9% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 26.83% | 70.18%-43.4pp | 57.82%-31.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $401 | $2,918-86.3% | $2,555-84.3% | $4,299-90.7% |
| Participant deferral / active EE | $1,142 | $5,230-78.2% | $4,581-75.1% | $6,507-82.4% |
| Admin fee / account holder | $27 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |