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 | $1,651 | $81,248-98.0% | $155,509-98.9% | $80,856-98.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 11.93% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $765 | $3,100-75.3% | $4,672-83.6% | $2,755-72.2% |
| Participant deferral / active EE | $1,305 | $3,452-62.2% | $5,626-76.8% | $4,296-69.6% |
| Admin fee / account holder | $107 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |