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 | $4,500 | $74,927-94.0% | $101,794-95.6% | $84,808-94.7% |
| Participation rate | 94.7% | 61.4%+33.3pp | 69.2%+25.6pp | 68.3%+26.4pp |
| Annual return | 24.32% | 18.70%+5.6pp | 30.53%-6.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $728 | $1,522-52.1% | $2,289-68.2% | $2,631-72.3% |
| Participant deferral / active EE | $1,458 | $3,099-52.9% | $4,084-64.3% | $4,212-65.4% |
| Admin fee / account holder | $194 | $6,514-97.0% | $8,777-97.8% | $7,344-97.4% |