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 | $3,322 | $81,248-95.9% | $155,509-97.9% | $80,856-95.9% |
| Participation rate | 95.5% | 66.2%+29.2pp | 78.2%+17.3pp | 67.6%+27.8pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $748 | $3,100-75.9% | $4,672-84.0% | $2,755-72.8% |
| Participant deferral / active EE | $1,223 | $3,452-64.6% | $5,626-78.3% | $4,296-71.5% |
| Admin fee / account holder | $227 | $7,997-97.2% | $15,912-98.6% | $6,918-96.7% |