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 | $1,950 | $60,892-96.8% | $82,389-97.6% | $84,808-97.7% |
| Participation rate | 89.7% | 63.3%+26.4pp | 69.5%+20.2pp | 68.3%+21.4pp |
| Annual return | 20.28% | 37.29%-17.0pp | 28.67%-8.4pp | 40.90%-20.6pp |
| Employer contribution / active EE | $635 | $1,779-64.3% | $2,517-74.8% | $2,631-75.9% |
| Participant deferral / active EE | $1,111 | $3,179-65.0% | $4,155-73.2% | $4,212-73.6% |
| Admin fee / account holder | $272 | $5,467-95.0% | $7,231-96.2% | $7,344-96.3% |