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 10-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 | $3,524 | $108,172-96.7% | $77,482-95.5% | $158,922-97.8% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 5.02% | 31.67%-26.7pp | 54.79%-49.8pp | 302.83%-297.8pp |
| Employer contribution / active EE | $377 | $1,325-71.5% | $986-61.8% | $4,761-92.1% |
| Participant deferral / active EE | $694 | $2,456-71.7% | $1,861-62.7% | $5,982-88.4% |
| Admin fee / account holder | $262 | $3,708-92.9% | $2,858-90.8% | $11,246-97.7% |