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 | $2,788 | $104,974-97.3% | $95,585-97.1% | $142,382-98.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 25.16% | 210.33%-185.2pp | 38.56%-13.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $478 | $2,779-82.8% | $2,527-81.1% | $4,299-88.9% |
| Participant deferral / active EE | $2,367 | $4,352-45.6% | $4,023-41.2% | $6,507-63.6% |
| Admin fee / account holder | $205 | $6,386-96.8% | $6,127-96.7% | $12,624-98.4% |