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 | $4,248 | $117,983-96.4% | $101,794-95.8% | $142,382-97.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 27.21% | 36.92%-9.7pp | 30.53%-3.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,875 | $2,773-32.4% | $2,289-18.1% | $4,299-56.4% |
| Participant deferral / active EE | $3,988 | $4,714-15.4% | $4,084-2.3% | $6,507-38.7% |
| Admin fee / account holder | $80 | $10,433-99.2% | $8,777-99.1% | $12,624-99.4% |