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 | $4,253 | $148,534-97.1% | $135,903-96.9% | $139,434-96.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 26.95% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,132 | $5,243-78.4% | $4,856-76.7% | $4,751-76.2% |
| Participant deferral / active EE | $2,539 | $8,100-68.7% | $7,758-67.3% | $6,710-62.2% |
| Admin fee / account holder | $284 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |