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 | $4,585 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 91.5% | 66.8%+24.7pp | 78.1%+13.4pp | 68.3%+23.2pp |
| Annual return | 17.40% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,789 | $3,303-45.8% | $5,540-67.7% | $4,212-57.5% |
| Admin fee / account holder | $295 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |