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 | $3,738 | $114,381-96.7% | $107,525-96.5% | $142,382-97.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 34.92% | 242.71%-207.8pp | 181.32%-146.4pp | 217.08%-182.2pp |
| Employer contribution / active EE | $859 | $4,015-78.6% | $3,754-77.1% | $4,299-80.0% |
| Participant deferral / active EE | $1,834 | $5,564-67.0% | $5,116-64.2% | $6,507-71.8% |
| Admin fee / account holder | $117 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |