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 | $3,200 | $158,398-98.0% | $126,539-97.5% | $142,382-97.8% |
| Participation rate | 86.4% | 75.8%+10.6pp | 69.8%+16.5pp | 80.1%+6.2pp |
| Annual return | 18.64% | 593.76%-575.1pp | 425.95%-407.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $840 | $4,650-81.9% | $3,674-77.1% | $4,299-80.5% |
| Participant deferral / active EE | $1,633 | $4,767-65.7% | $4,083-60.0% | $6,507-74.9% |
| Admin fee / account holder | $266 | $6,918-96.2% | $6,065-95.6% | $12,624-97.9% |