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 | $6,951 | $117,983-94.1% | $101,794-93.2% | $142,382-95.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 39.21% | 36.92%+2.3pp | 30.53%+8.7pp | 217.08%-177.9pp |
| Employer contribution / active EE | $605 | $2,773-78.2% | $2,289-73.6% | $4,299-85.9% |
| Participant deferral / active EE | $3,636 | $4,714-22.9% | $4,084-11.0% | $6,507-44.1% |
| Admin fee / account holder | $26 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |