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 | $3,449 | $80,717-95.7% | $154,803-97.8% | $84,808-95.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 22.07% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $425 | $2,761-84.6% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $1,238 | $3,303-62.5% | $5,540-77.6% | $4,212-70.6% |
| Admin fee / account holder | $296 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |