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 7-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 | $3,435 | $176,377-98.1% | $134,143-97.4% | $158,922-97.8% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 29.27% | 63.63%-34.4pp | 36.33%-7.1pp | 302.83%-273.6pp |
| Employer contribution / active EE | $753 | $5,040-85.1% | $3,704-79.7% | $4,761-84.2% |
| Participant deferral / active EE | $827 | $4,091-79.8% | $3,499-76.4% | $5,982-86.2% |
| Admin fee / account holder | $3 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |