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 | $5,305 | $48,795-89.1% | $65,493-91.9% | $84,808-93.7% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 23.11% | 20.20%+2.9pp | 982.45%-959.3pp | 40.90%-17.8pp |
| Employer contribution / active EE | $922 | $1,930-52.2% | $2,574-64.2% | $2,631-64.9% |
| Participant deferral / active EE | $1,358 | $2,928-53.6% | $3,961-65.7% | $4,212-67.8% |
| Admin fee / account holder | $280 | $3,877-92.8% | $5,028-94.4% | $7,344-96.2% |