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 | $7,818 | $159,602-95.1% | $150,045-94.8% | $142,382-94.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 37.01% | 70.24%-33.2pp | 62.55%-25.5pp | 217.08%-180.1pp |
| Employer contribution / active EE | $1,772 | $4,961-64.3% | $4,693-62.2% | $4,299-58.8% |
| Participant deferral / active EE | $3,091 | $8,310-62.8% | $7,997-61.4% | $6,507-52.5% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |