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 8-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 | $3,514 | $54,762-93.6% | $90,281-96.1% | $72,985-95.2% |
| Participation rate | 88.2% | 65.1%+23.1pp | 73.3%+15.0pp | 69.5%+18.7pp |
| Annual return | 45.85% | 30.63%+15.2pp | 78.10%-32.2pp | 81.00%-35.1pp |
| Employer contribution / active EE | $314 | $2,092-85.0% | $2,854-89.0% | $2,440-87.1% |
| Participant deferral / active EE | $2,309 | $2,887-20.0% | $3,885-40.6% | $3,607-36.0% |
| Admin fee / account holder | $76 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |