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 | $3,888 | $114,381-96.6% | $107,525-96.4% | $142,382-97.3% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 29.17% | 242.71%-213.5pp | 181.32%-152.1pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,118 | $4,015-72.2% | $3,754-70.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,905 | $5,564-65.8% | $5,116-62.8% | $6,507-70.7% |
| Admin fee / account holder | $14 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |