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 | $8,724 | $68,719-87.3% | $91,541-90.5% | $84,808-89.7% |
| Participation rate | 89.1% | 64.5%+24.6pp | 69.8%+19.4pp | 68.3%+20.8pp |
| Annual return | 22.57% | 19.12%+3.4pp | 20.50%+2.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,468 | $1,920-23.5% | $2,505-41.4% | $2,631-44.2% |
| Participant deferral / active EE | $2,053 | $3,136-34.5% | $4,008-48.8% | $4,212-51.3% |
| Admin fee / account holder | $134 | $5,786-97.7% | $6,956-98.1% | $7,344-98.2% |