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 | $2,177 | $77,899-97.2% | $149,673-98.5% | $75,163-97.1% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 46.79% | 31.72%+15.1pp | 134.42%-87.6pp | 160.62%-113.8pp |
| Employer contribution / active EE | $682 | $3,137-78.3% | $4,818-85.8% | $2,670-74.4% |
| Participant deferral / active EE | $1,089 | $3,411-68.1% | $5,680-80.8% | $4,125-73.6% |
| Admin fee / account holder | $80 | $5,956-98.7% | $13,210-99.4% | $5,651-98.6% |