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 | $4,677 | $111,754-95.8% | $103,333-95.5% | $145,922-96.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.24% | 24.77%+8.5pp | 24.88%+8.4pp | 561.29%-528.0pp |
| Employer contribution / active EE | $2,502 | $4,212-40.6% | $3,868-35.3% | $4,660-46.3% |
| Participant deferral / active EE | $3,184 | $5,619-43.3% | $5,057-37.0% | $6,688-52.4% |
| Admin fee / account holder | $249 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |