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 | $3,815 | $53,822-92.9% | $75,696-95.0% | $85,850-95.6% |
| Participation rate | 75.9% | 69.1%+6.8pp | 74.8%+1.0pp | 69.3%+6.5pp |
| Annual return | 16.10% | 24.54%-8.4pp | 104.53%-88.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $954 | $2,017-52.7% | $2,743-65.2% | $2,565-62.8% |
| Participant deferral / active EE | $1,012 | $2,895-65.1% | $3,821-73.5% | $3,952-74.4% |
| Admin fee / account holder | $41 | $3,343-98.8% | $3,619-98.9% | $6,260-99.3% |