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 | $2,700 | $109,982-97.5% | $97,226-97.2% | $145,922-98.1% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 24.35% | 242.90%-218.6pp | 75.13%-50.8pp | 561.29%-536.9pp |
| Employer contribution / active EE | $403 | $3,084-86.9% | $2,729-85.2% | $4,660-91.4% |
| Participant deferral / active EE | $1,101 | $4,676-76.5% | $4,264-74.2% | $6,688-83.5% |
| Admin fee / account holder | $72 | $6,221-98.8% | $5,654-98.7% | $13,397-99.5% |