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 | $3,710 | $107,452-96.5% | $91,541-95.9% | $142,382-97.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 21.16% | 22.06%-0.9pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $520 | $2,994-82.6% | $2,505-79.2% | $4,299-87.9% |
| Participant deferral / active EE | $1,262 | $4,754-73.5% | $4,008-68.5% | $6,507-80.6% |
| Admin fee / account holder | $264 | $8,834-97.0% | $6,956-96.2% | $12,624-97.9% |