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 | $7,186 | $109,881-93.5% | $150,045-95.2% | $84,808-91.5% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 33.20% | 28.25%+5.0pp | 62.55%-29.3pp | 40.90%-7.7pp |
| Employer contribution / active EE | $2,194 | $3,561-38.4% | $4,693-53.2% | $2,631-16.6% |
| Participant deferral / active EE | $3,003 | $6,636-54.7% | $7,997-62.4% | $4,212-28.7% |
| Admin fee / account holder | $289 | $8,568-96.6% | $13,435-97.9% | $7,344-96.1% |