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 | $3,854 | $60,022-93.6% | $88,946-95.7% | $84,808-95.5% |
| Participation rate | 88.5% | 57.8%+30.6pp | 68.8%+19.6pp | 68.3%+20.2pp |
| Annual return | 16.70% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,041 | $1,703-38.9% | $2,555-59.2% | $2,631-60.4% |
| Participant deferral / active EE | $1,368 | $3,114-56.1% | $4,581-70.1% | $4,212-67.5% |
| Admin fee / account holder | $113 | $4,811-97.6% | $8,261-98.6% | $7,344-98.5% |