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 | $2,736 | $95,266-97.1% | $82,389-96.7% | $142,382-98.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 32.21% | 25.74%+6.5pp | 28.67%+3.5pp | 217.08%-184.9pp |
| Employer contribution / active EE | $908 | $2,991-69.6% | $2,517-63.9% | $4,299-78.9% |
| Participant deferral / active EE | $1,656 | $4,809-65.6% | $4,155-60.1% | $6,507-74.6% |
| Admin fee / account holder | $11 | $8,563-99.9% | $7,231-99.8% | $12,624-99.9% |