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 | $6,365 | $127,065-95.0% | $113,168-94.4% | $142,382-95.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 26.56% | 24.03%+2.5pp | 24.27%+2.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $839 | $3,442-75.6% | $2,975-71.8% | $4,299-80.5% |
| Participant deferral / active EE | $1,909 | $5,716-66.6% | $5,107-62.6% | $6,507-70.7% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |