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 | $1,760 | $74,888-97.6% | $71,209-97.5% | $142,382-98.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.27% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $675 | $2,854-76.4% | $2,721-75.2% | $4,299-84.3% |
| Participant deferral / active EE | $647 | $4,454-85.5% | $4,175-84.5% | $6,507-90.1% |
| Admin fee / account holder | $210 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |