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 4-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 | $4,895 | $81,248-94.0% | $155,509-96.9% | $80,856-93.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 17.34% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,102 | $3,100-64.4% | $4,672-76.4% | $2,755-60.0% |
| Participant deferral / active EE | $1,591 | $3,452-53.9% | $5,626-71.7% | $4,296-63.0% |
| Admin fee / account holder | $207 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |