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 | $4,319 | $80,717-94.6% | $154,803-97.2% | $84,808-94.9% |
| Participation rate | 82.7% | 66.8%+15.9pp | 78.1%+4.6pp | 68.3%+14.4pp |
| Annual return | 25.48% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $977 | $2,761-64.6% | $4,305-77.3% | $2,631-62.9% |
| Participant deferral / active EE | $1,443 | $3,303-56.3% | $5,540-74.0% | $4,212-65.7% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |