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 | $3,676 | $81,248-95.5% | $155,509-97.6% | $80,856-95.5% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 28.48% | 33.31%-4.8pp | 64.67%-36.2pp | 35.59%-7.1pp |
| Employer contribution / active EE | $660 | $3,100-78.7% | $4,672-85.9% | $2,755-76.0% |
| Participant deferral / active EE | $1,964 | $3,452-43.1% | $5,626-65.1% | $4,296-54.3% |
| Admin fee / account holder | $172 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |