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 | $12,833 | $127,065-89.9% | $113,168-88.7% | $142,382-91.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 22.99% | 24.03%-1.0pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,628 | $3,442-52.7% | $2,975-45.3% | $4,299-62.1% |
| Participant deferral / active EE | $2,610 | $5,716-54.3% | $5,107-48.9% | $6,507-59.9% |
| Admin fee / account holder | $95 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |