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 5-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 | $1,457 | $99,159-98.5% | - | $167,490-99.1% |
| Participation rate | 80.0% | 69.9%+10.1pp | - | 82.1%-2.1pp |
| Annual return | 26.28% | 15.94%+10.3pp | - | 478.56%-452.3pp |
| Employer contribution / active EE | $257 | $3,061-91.6% | - | $4,837-94.7% |
| Participant deferral / active EE | $490 | $4,624-89.4% | - | $6,341-92.3% |
| Admin fee / account holder | $7 | $3,125-99.8% | - | $12,309-99.9% |