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 | $3,714 | $95,266-96.1% | $82,389-95.5% | $142,382-97.4% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.5%+8.7pp | 80.1%-1.9pp |
| Annual return | 20.95% | 25.74%-4.8pp | 28.67%-7.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $698 | $2,991-76.7% | $2,517-72.3% | $4,299-83.8% |
| Participant deferral / active EE | $1,053 | $4,809-78.1% | $4,155-74.7% | $6,507-83.8% |
| Admin fee / account holder | $50 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |