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 | $3,784 | $107,452-96.5% | $91,541-95.9% | $142,382-97.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 20.18% | 22.06%-1.9pp | 20.50%-0.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $830 | $2,994-72.3% | $2,505-66.9% | $4,299-80.7% |
| Participant deferral / active EE | $1,100 | $4,754-76.9% | $4,008-72.6% | $6,507-83.1% |
| Admin fee / account holder | $178 | $8,834-98.0% | $6,956-97.4% | $12,624-98.6% |