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 | $5,532 | $80,717-93.1% | $154,803-96.4% | $84,808-93.5% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 27.82% | 37.96%-10.1pp | 58.88%-31.1pp | 40.90%-13.1pp |
| Employer contribution / active EE | $1,087 | $2,761-60.7% | $4,305-74.8% | $2,631-58.7% |
| Participant deferral / active EE | $2,313 | $3,303-30.0% | $5,540-58.2% | $4,212-45.1% |
| Admin fee / account holder | $227 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |