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 5-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 | $3,337 | $95,561-96.5% | $77,163-95.7% | $139,434-97.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.05% | 54.92%-28.9pp | 37.87%-11.8pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,069 | $3,147-66.0% | $2,535-57.8% | $4,751-77.5% |
| Participant deferral / active EE | $1,547 | $4,624-66.5% | $3,833-59.6% | $6,710-76.9% |
| Admin fee / account holder | $164 | $8,295-98.0% | $5,472-97.0% | $11,403-98.6% |