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 | $6,732 | $117,983-94.3% | $101,794-93.4% | $142,382-95.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 30.86% | 36.92%-6.1pp | 30.53%+0.3pp | 217.08%-186.2pp |
| Employer contribution / active EE | $643 | $2,773-76.8% | $2,289-71.9% | $4,299-85.0% |
| Participant deferral / active EE | $6,293 | $4,714+33.5% | $4,084+54.1% | $6,507-3.3% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |