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 | $9,355 | $109,881-91.5% | $150,045-93.8% | $84,808-89.0% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 32.48% | 28.25%+4.2pp | 62.55%-30.1pp | 40.90%-8.4pp |
| Employer contribution / active EE | $938 | $3,561-73.6% | $4,693-80.0% | $2,631-64.3% |
| Participant deferral / active EE | $5,556 | $6,636-16.3% | $7,997-30.5% | $4,212+31.9% |
| Admin fee / account holder | $73 | $8,568-99.1% | $13,435-99.5% | $7,344-99.0% |