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 5-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 | $3,767 | $99,877-96.2% | $84,966-95.6% | $145,922-97.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 17.04% | 83.76%-66.7pp | 66.38%-49.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $977 | $3,231-69.8% | $2,727-64.2% | $4,660-79.0% |
| Participant deferral / active EE | $1,463 | $5,291-72.3% | $4,519-67.6% | $6,688-78.1% |
| Admin fee / account holder | $9 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |