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 | $3,410 | $111,754-96.9% | $103,333-96.7% | $145,922-97.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 31.48% | 24.77%+6.7pp | 24.88%+6.6pp | 561.29%-529.8pp |
| Employer contribution / active EE | $1,509 | $4,212-64.2% | $3,868-61.0% | $4,660-67.6% |
| Participant deferral / active EE | $3,227 | $5,619-42.6% | $5,057-36.2% | $6,688-51.8% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |