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 | $5,274 | $85,022-93.8% | $70,515-92.5% | $139,434-96.2% |
| Participation rate | 81.0% | 73.9%+7.0pp | 68.3%+12.6pp | 80.3%+0.6pp |
| Annual return | 27.33% | 30.38%-3.1pp | 32.77%-5.4pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,514 | $3,909-61.3% | $2,973-49.1% | $4,751-68.1% |
| Participant deferral / active EE | $1,813 | $5,890-69.2% | $4,567-60.3% | $6,710-73.0% |
| Admin fee / account holder | $59 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |