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 4-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 | $2,284 | $110,261-97.9% | $95,745-97.6% | $139,434-98.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 35.48% | 27.11%+8.4pp | 28.35%+7.1pp | 372.94%-337.5pp |
| Employer contribution / active EE | $1,074 | $3,257-67.0% | $2,835-62.1% | $4,751-77.4% |
| Participant deferral / active EE | $1,815 | $4,676-61.2% | $4,245-57.2% | $6,710-72.9% |
| Admin fee / account holder | $200 | $6,613-97.0% | $5,678-96.5% | $11,403-98.2% |