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 | $10,846 | $71,050-84.7% | $93,606-88.4% | $80,856-86.6% |
| Participation rate | 96.8% | 60.4%+36.4pp | 68.7%+28.1pp | 67.6%+29.1pp |
| Annual return | 28.70% | 11.26%+17.4pp | 133.20%-104.5pp | 35.59%-6.9pp |
| Employer contribution / active EE | $1,393 | $1,564-10.9% | $2,420-42.4% | $2,755-49.4% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |