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 | $1,948 | $74,888-97.4% | $71,209-97.3% | $142,382-98.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 32.93% | 345.14%-312.2pp | 282.51%-249.6pp | 217.08%-184.1pp |
| Employer contribution / active EE | $705 | $2,854-75.3% | $2,721-74.1% | $4,299-83.6% |
| Participant deferral / active EE | $1,123 | $4,454-74.8% | $4,175-73.1% | $6,507-82.7% |
| Admin fee / account holder | $262 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |