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 | $5,026 | $117,983-95.7% | $101,794-95.1% | $142,382-96.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.41% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,054 | $2,773-25.9% | $2,289-10.3% | $4,299-52.2% |
| Participant deferral / active EE | $2,125 | $4,714-54.9% | $4,084-48.0% | $6,507-67.3% |
| Admin fee / account holder | $249 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |