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 | $2,101 | $54,705-96.2% | $71,209-97.0% | $84,808-97.5% |
| Participation rate | 72.0% | 64.1%+7.9pp | 73.8%-1.8pp | 68.3%+3.7pp |
| Annual return | 21.21% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $413 | $2,158-80.9% | $2,721-84.8% | $2,631-84.3% |
| Participant deferral / active EE | $547 | $3,030-82.0% | $4,175-86.9% | $4,212-87.0% |
| Admin fee / account holder | $149 | $4,863-96.9% | $5,349-97.2% | $7,344-98.0% |