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 6-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 | $2,952 | $124,281-97.6% | $109,143-97.3% | $167,490-98.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 34.55% | 26.04%+8.5pp | 25.75%+8.8pp | 478.56%-444.0pp |
| Employer contribution / active EE | $1,033 | $4,207-75.5% | $3,722-72.2% | $4,837-78.6% |
| Participant deferral / active EE | $2,164 | $5,255-58.8% | $4,653-53.5% | $6,341-65.9% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |