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 | $2,734 | $60,022-95.4% | $88,946-96.9% | $84,808-96.8% |
| Participation rate | 84.8% | 57.8%+27.0pp | 68.8%+16.0pp | 68.3%+16.5pp |
| Annual return | 26.96% | 22.43%+4.5pp | 57.82%-30.9pp | 40.90%-13.9pp |
| Employer contribution / active EE | $663 | $1,703-61.1% | $2,555-74.0% | $2,631-74.8% |
| Participant deferral / active EE | $1,141 | $3,114-63.3% | $4,581-75.1% | $4,212-72.9% |
| Admin fee / account holder | $205 | $4,811-95.7% | $8,261-97.5% | $7,344-97.2% |