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 | $2,821 | $64,839-95.6% | $95,585-97.0% | $84,808-96.7% |
| Participation rate | 81.5% | 63.8%+17.7pp | 72.1%+9.5pp | 68.3%+13.2pp |
| Annual return | 33.71% | -670.96%+704.7pp | 38.56%-4.9pp | 40.90%-7.2pp |
| Employer contribution / active EE | $398 | $1,759-77.4% | $2,527-84.3% | $2,631-84.9% |
| Participant deferral / active EE | $902 | $2,965-69.6% | $4,023-77.6% | $4,212-78.6% |
| Admin fee / account holder | $6 | $5,964-99.9% | $6,127-99.9% | $7,344-99.9% |