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 5-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 | $3,211 | $85,022-96.2% | $70,515-95.4% | $139,434-97.7% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 29.24% | 30.38%-1.1pp | 32.77%-3.5pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,047 | $3,909-73.2% | $2,973-64.8% | $4,751-78.0% |
| Participant deferral / active EE | $1,630 | $5,890-72.3% | $4,567-64.3% | $6,710-75.7% |
| Admin fee / account holder | $16 | $8,906-99.8% | $6,412-99.8% | $11,403-99.9% |