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 | $2,902 | $99,918-97.1% | $81,382-96.4% | $145,922-98.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 118.98% | 34.32%+84.7pp | 24.73%+94.2pp | 561.29%-442.3pp |
| Employer contribution / active EE | $791 | $2,978-73.4% | $2,463-67.9% | $4,660-83.0% |
| Participant deferral / active EE | $1,022 | $4,605-77.8% | $3,883-73.7% | $6,688-84.7% |
| Admin fee / account holder | $139 | $8,212-98.3% | $5,768-97.6% | $13,397-99.0% |