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 | $1,585 | $74,888-97.9% | $71,209-97.8% | $142,382-98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.11% | 345.14%-319.0pp | 282.51%-256.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $887 | $2,854-68.9% | $2,721-67.4% | $4,299-79.4% |
| Participant deferral / active EE | $1,136 | $4,454-74.5% | $4,175-72.8% | $6,507-82.5% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |