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 | $4,149 | $48,230-91.4% | $67,502-93.9% | $80,856-94.9% |
| Participation rate | 78.0% | 66.4%+11.6pp | 72.9%+5.1pp | 67.6%+10.3pp |
| Annual return | 35.49% | 18.28%+17.2pp | 3512.12%-3476.6pp | 35.59%-0.1pp |
| Employer contribution / active EE | $786 | $2,020-61.1% | $2,731-71.2% | $2,755-71.5% |
| Participant deferral / active EE | $2,074 | $2,924-29.1% | $4,000-48.2% | $4,296-51.7% |
| Admin fee / account holder | $80 | $3,681-97.8% | $3,998-98.0% | $6,918-98.8% |