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 | $3,203 | $80,717-96.0% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 88.1% | 66.8%+21.3pp | 78.1%+10.0pp | 68.3%+19.8pp |
| Annual return | 23.14% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.8pp |
| Employer contribution / active EE | $593 | $2,761-78.5% | $4,305-86.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,167 | $3,303-64.7% | $5,540-78.9% | $4,212-72.3% |
| Admin fee / account holder | $209 | $6,746-96.9% | $14,329-98.5% | $7,344-97.2% |