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 | $3,665 | $176,377-97.9% | $134,143-97.3% | $158,922-97.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 14.67% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $53 | $5,040-98.9% | $3,704-98.6% | $4,761-98.9% |
| Participant deferral / active EE | $72 | $4,091-98.2% | $3,499-97.9% | $5,982-98.8% |
| Admin fee / account holder | $19 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |