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 | $3,337 | $165,984-98.0% | $164,813-98.0% | $145,922-97.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 36.48% | 100.03%-63.6pp | 69.93%-33.4pp | 561.29%-524.8pp |
| Employer contribution / active EE | $1,348 | $5,273-74.4% | $4,341-69.0% | $4,660-71.1% |
| Participant deferral / active EE | $2,767 | $6,959-60.2% | $6,031-54.1% | $6,688-58.6% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |