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 8-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 | $3,016 | $63,861-95.3% | $104,607-97.1% | $79,858-96.2% |
| Participation rate | 92.3% | 64.9%+27.4pp | 74.1%+18.2pp | 69.6%+22.7pp |
| Annual return | 34.48% | 21.30%+13.2pp | 340.46%-306.0pp | 31.71%+2.8pp |
| Employer contribution / active EE | $876 | $1,588-44.8% | $2,681-67.3% | $2,471-64.5% |
| Participant deferral / active EE | $1,161 | $2,693-56.9% | $3,740-68.9% | $3,740-69.0% |
| Admin fee / account holder | $8 | $4,185-99.8% | $6,473-99.9% | $5,306-99.8% |