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 | $5,147 | $107,452-95.2% | $91,541-94.4% | $142,382-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.13% | 22.06%+2.1pp | 20.50%+3.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,474 | $2,994-50.8% | $2,505-41.1% | $4,299-65.7% |
| Participant deferral / active EE | $1,621 | $4,754-65.9% | $4,008-59.6% | $6,507-75.1% |
| Admin fee / account holder | $259 | $8,834-97.1% | $6,956-96.3% | $12,624-97.9% |