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 | $2,229 | $104,974-97.9% | $95,585-97.7% | $142,382-98.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 25.67% | 210.33%-184.7pp | 38.56%-12.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $506 | $2,779-81.8% | $2,527-80.0% | $4,299-88.2% |
| Participant deferral / active EE | $749 | $4,352-82.8% | $4,023-81.4% | $6,507-88.5% |
| Admin fee / account holder | $115 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |