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 | $9,033 | $177,572-94.9% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 47.40% | 65.07%-17.7pp | 58.88%-11.5pp | 217.08%-169.7pp |
| Employer contribution / active EE | $1,250 | $4,810-74.0% | $4,305-71.0% | $4,299-70.9% |
| Participant deferral / active EE | $2,030 | $6,272-67.6% | $5,540-63.4% | $6,507-68.8% |
| Admin fee / account holder | $184 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |