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 | $4,632 | $48,230-90.4% | $67,502-93.1% | $80,856-94.3% |
| Participation rate | 84.2% | 66.4%+17.8pp | 72.9%+11.3pp | 67.6%+16.6pp |
| Annual return | 16.81% | 18.28%-1.5pp | 3512.12%-3495.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $870 | $2,020-56.9% | $2,731-68.2% | $2,755-68.4% |
| Participant deferral / active EE | $1,679 | $2,924-42.6% | $4,000-58.0% | $4,296-60.9% |
| Admin fee / account holder | $7 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |