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 5-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 | $4,984 | $80,717-93.8% | $154,803-96.8% | $84,808-94.1% |
| Participation rate | 89.0% | 66.8%+22.2pp | 78.1%+11.0pp | 68.3%+20.7pp |
| Annual return | 25.18% | 37.96%-12.8pp | 58.88%-33.7pp | 40.90%-15.7pp |
| Employer contribution / active EE | $967 | $2,761-65.0% | $4,305-77.5% | $2,631-63.3% |
| Participant deferral / active EE | $1,123 | $3,303-66.0% | $5,540-79.7% | $4,212-73.3% |
| Admin fee / account holder | $97 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |