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 | $2,116 | $77,899-97.3% | $149,673-98.6% | $75,163-97.2% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 52.46% | 31.72%+20.7pp | 134.42%-82.0pp | 160.62%-108.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,660 | $3,411-51.3% | $5,680-70.8% | $4,125-59.8% |
| Admin fee / account holder | $23 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |