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 | $4,453 | $177,572-97.5% | $154,803-97.1% | $142,382-96.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 30.84% | 65.07%-34.2pp | 58.88%-28.0pp | 217.08%-186.2pp |
| Employer contribution / active EE | $1,163 | $4,810-75.8% | $4,305-73.0% | $4,299-73.0% |
| Participant deferral / active EE | $1,899 | $6,272-69.7% | $5,540-65.7% | $6,507-70.8% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |