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 | $7,574 | $109,881-93.1% | $150,045-95.0% | $84,808-91.1% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 36.75% | 28.25%+8.5pp | 62.55%-25.8pp | 40.90%-4.1pp |
| Employer contribution / active EE | $1,880 | $3,561-47.2% | $4,693-59.9% | $2,631-28.5% |
| Participant deferral / active EE | $3,091 | $6,636-53.4% | $7,997-61.4% | $4,212-26.6% |
| Admin fee / account holder | $169 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |