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 6-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 | $2,764 | $117,983-97.7% | $101,794-97.3% | $142,382-98.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.86% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $913 | $2,773-67.1% | $2,289-60.1% | $4,299-78.8% |
| Participant deferral / active EE | $1,487 | $4,714-68.5% | $4,084-63.6% | $6,507-77.2% |
| Admin fee / account holder | $116 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |