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 | $5,249 | $110,261-95.2% | $95,745-94.5% | $139,434-96.2% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 30.72% | 27.11%+3.6pp | 28.35%+2.4pp | 372.94%-342.2pp |
| Employer contribution / active EE | $729 | $3,257-77.6% | $2,835-74.3% | $4,751-84.6% |
| Participant deferral / active EE | $2,216 | $4,676-52.6% | $4,245-47.8% | $6,710-67.0% |
| Admin fee / account holder | $136 | $6,613-97.9% | $5,678-97.6% | $11,403-98.8% |