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 4-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 | $4,166 | $48,230-91.4% | $67,502-93.8% | $80,856-94.8% |
| Participation rate | 90.3% | 66.4%+24.0pp | 72.9%+17.4pp | 67.6%+22.7pp |
| Annual return | 17.36% | 18.28%-0.9pp | 3512.12%-3494.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $673 | $2,020-66.7% | $2,731-75.4% | $2,755-75.6% |
| Participant deferral / active EE | $1,090 | $2,924-62.7% | $4,000-72.7% | $4,296-74.6% |
| Admin fee / account holder | $56 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |