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 | $9,712 | $111,754-91.3% | $103,333-90.6% | $145,922-93.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 21.74% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,322 | $4,212-44.9% | $3,868-40.0% | $4,660-50.2% |
| Participant deferral / active EE | $3,940 | $5,619-29.9% | $5,057-22.1% | $6,688-41.1% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |