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 | $4,066 | $59,101-93.1% | $77,163-94.7% | $75,163-94.6% |
| Participation rate | 92.1% | 63.9%+28.2pp | 69.6%+22.5pp | 67.2%+24.9pp |
| Annual return | 22.12% | 26.71%-4.6pp | 37.87%-15.8pp | 160.62%-138.5pp |
| Employer contribution / active EE | $806 | $1,995-59.6% | $2,535-68.2% | $2,670-69.8% |
| Participant deferral / active EE | $1,043 | $2,999-65.2% | $3,833-72.8% | $4,125-74.7% |
| Admin fee / account holder | $186 | $4,774-96.1% | $5,472-96.6% | $5,651-96.7% |