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 6-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 | $2,942 | $80,717-96.4% | $154,803-98.1% | $84,808-96.5% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 22.88% | 37.96%-15.1pp | 58.88%-36.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $350 | $2,761-87.3% | $4,305-91.9% | $2,631-86.7% |
| Participant deferral / active EE | $1,169 | $3,303-64.6% | $5,540-78.9% | $4,212-72.2% |
| Admin fee / account holder | $27 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |