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 | $3,209 | $53,516-94.0% | $126,539-97.5% | $84,808-96.2% |
| Participation rate | 78.1% | 58.2%+19.9pp | 69.8%+8.3pp | 68.3%+9.8pp |
| Annual return | 25.59% | 58.34%-32.7pp | 425.95%-400.4pp | 40.90%-15.3pp |
| Employer contribution / active EE | $666 | $1,535-56.6% | $3,674-81.9% | $2,631-74.7% |
| Participant deferral / active EE | $749 | $2,671-72.0% | $4,083-81.7% | $4,212-82.2% |
| Admin fee / account holder | $145 | $4,497-96.8% | $6,065-97.6% | $7,344-98.0% |