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 7-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 | $3,256 | $176,377-98.2% | $134,143-97.6% | $158,922-98.0% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 103.66% | 63.63%+40.0pp | 36.33%+67.3pp | 302.83%-199.2pp |
| Employer contribution / active EE | $917 | $5,040-81.8% | $3,704-75.2% | $4,761-80.7% |
| Participant deferral / active EE | $1,146 | $4,091-72.0% | $3,499-67.2% | $5,982-80.8% |
| Admin fee / account holder | $3 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |