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 | $2,113 | $95,266-97.8% | $82,389-97.4% | $142,382-98.5% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.5%+18.7pp | 80.1%+8.1pp |
| Annual return | 32.18% | 25.74%+6.4pp | 28.67%+3.5pp | 217.08%-184.9pp |
| Employer contribution / active EE | $658 | $2,991-78.0% | $2,517-73.9% | $4,299-84.7% |
| Participant deferral / active EE | $1,939 | $4,809-59.7% | $4,155-53.3% | $6,507-70.2% |
| Admin fee / account holder | $166 | $8,563-98.1% | $7,231-97.7% | $12,624-98.7% |