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 | $6,874 | $133,922-94.9% | $116,228-94.1% | $142,382-95.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 23.15% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $901 | $3,446-73.9% | $2,994-69.9% | $4,299-79.0% |
| Participant deferral / active EE | $1,805 | $5,672-68.2% | $4,953-63.6% | $6,507-72.3% |
| Admin fee / account holder | $38 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |