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 | $4,011 | $107,452-96.3% | $91,541-95.6% | $142,382-97.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 24.41% | 22.06%+2.4pp | 20.50%+3.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $687 | $2,994-77.1% | $2,505-72.6% | $4,299-84.0% |
| Participant deferral / active EE | $1,093 | $4,754-77.0% | $4,008-72.7% | $6,507-83.2% |
| Admin fee / account holder | $13 | $8,834-99.9% | $6,956-99.8% | $12,624-99.9% |