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 | $5,453 | $177,572-96.9% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 31.55% | 65.07%-33.5pp | 58.88%-27.3pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,159 | $4,810-75.9% | $4,305-73.1% | $4,299-73.1% |
| Participant deferral / active EE | $2,027 | $6,272-67.7% | $5,540-63.4% | $6,507-68.9% |
| Admin fee / account holder | $229 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |