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 | $2,969 | $109,982-97.3% | $97,226-96.9% | $145,922-98.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 28.27% | 242.90%-214.6pp | 75.13%-46.9pp | 561.29%-533.0pp |
| Employer contribution / active EE | $640 | $3,084-79.2% | $2,729-76.5% | $4,660-86.3% |
| Participant deferral / active EE | $1,080 | $4,676-76.9% | $4,264-74.7% | $6,688-83.8% |
| Admin fee / account holder | $54 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |