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 | $5,390 | $74,927-92.8% | $101,794-94.7% | $84,808-93.6% |
| Participation rate | 95.3% | 61.4%+33.9pp | 69.2%+26.2pp | 68.3%+27.0pp |
| Annual return | 23.11% | 18.70%+4.4pp | 30.53%-7.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $469 | $1,522-69.2% | $2,289-79.5% | $2,631-82.2% |
| Participant deferral / active EE | $1,559 | $3,099-49.7% | $4,084-61.8% | $4,212-63.0% |
| Admin fee / account holder | $12 | $6,514-99.8% | $8,777-99.9% | $7,344-99.8% |