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 | $5,581 | $99,918-94.4% | $81,382-93.1% | $145,922-96.2% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 17.01% | 34.32%-17.3pp | 24.73%-7.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $627 | $2,978-78.9% | $2,463-74.5% | $4,660-86.5% |
| Participant deferral / active EE | $1,028 | $4,605-77.7% | $3,883-73.5% | $6,688-84.6% |
| Admin fee / account holder | $102 | $8,212-98.8% | $5,768-98.2% | $13,397-99.2% |