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 | $4,210 | $81,248-94.8% | $155,509-97.3% | $80,856-94.8% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 13.53% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $801 | $3,100-74.2% | $4,672-82.9% | $2,755-70.9% |
| Participant deferral / active EE | $919 | $3,452-73.4% | $5,626-83.7% | $4,296-78.6% |
| Admin fee / account holder | $75 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |