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 4-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 | $4,691 | $107,452-95.6% | $91,541-94.9% | $142,382-96.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 17.97% | 22.06%-4.1pp | 20.50%-2.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $680 | $2,994-77.3% | $2,505-72.8% | $4,299-84.2% |
| Participant deferral / active EE | $850 | $4,754-82.1% | $4,008-78.8% | $6,507-86.9% |
| Admin fee / account holder | $57 | $8,834-99.3% | $6,956-99.2% | $12,624-99.5% |