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 | $6,016 | $80,717-92.5% | $154,803-96.1% | $84,808-92.9% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 78.68% | 37.96%+40.7pp | 58.88%+19.8pp | 40.90%+37.8pp |
| Employer contribution / active EE | $817 | $2,761-70.4% | $4,305-81.0% | $2,631-68.9% |
| Participant deferral / active EE | $1,048 | $3,303-68.3% | $5,540-81.1% | $4,212-75.1% |
| Admin fee / account holder | $152 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |