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 | $2,307 | $81,248-97.2% | $155,509-98.5% | $80,856-97.1% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 21.72% | 33.31%-11.6pp | 64.67%-42.9pp | 35.59%-13.9pp |
| Employer contribution / active EE | $711 | $3,100-77.1% | $4,672-84.8% | $2,755-74.2% |
| Participant deferral / active EE | $1,020 | $3,452-70.4% | $5,626-81.9% | $4,296-76.3% |
| Admin fee / account holder | $148 | $7,997-98.1% | $15,912-99.1% | $6,918-97.9% |