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 | $4,883 | $80,717-94.0% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 25.84% | 37.96%-12.1pp | 58.88%-33.0pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,326 | $2,761-52.0% | $4,305-69.2% | $2,631-49.6% |
| Participant deferral / active EE | $1,918 | $3,303-41.9% | $5,540-65.4% | $4,212-54.5% |
| Admin fee / account holder | $17 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |