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 | $3,833 | $107,452-96.4% | $91,541-95.8% | $142,382-97.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.8%+25.7pp | 80.1%+15.3pp |
| Annual return | 26.29% | 22.06%+4.2pp | 20.50%+5.8pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,435 | $2,994-52.1% | $2,505-42.7% | $4,299-66.6% |
| Participant deferral / active EE | $1,738 | $4,754-63.4% | $4,008-56.6% | $6,507-73.3% |
| Admin fee / account holder | $291 | $8,834-96.7% | $6,956-95.8% | $12,624-97.7% |