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 | $3,970 | $100,773-96.1% | $88,946-95.5% | $142,382-97.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.89% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,180 | $2,918-59.6% | $2,555-53.8% | $4,299-72.6% |
| Participant deferral / active EE | $1,362 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $89 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |