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 6-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 | $3,738 | $86,286-95.7% | $111,297-96.6% | $85,850-95.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 33.96% | 19.99%+14.0pp | 54.65%-20.7pp | 318.53%-284.6pp |
| Employer contribution / active EE | $1,203 | $2,043-41.1% | $2,731-56.0% | $2,565-53.1% |
| Participant deferral / active EE | $1,809 | $3,641-50.3% | $4,487-59.7% | $3,952-54.2% |
| Admin fee / account holder | $45 | $8,188-99.5% | $7,964-99.4% | $6,260-99.3% |