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 | $5,725 | $52,406-89.1% | $129,207-95.6% | $74,495-92.3% |
| Participation rate | 86.2% | 53.8%+32.4pp | 69.6%+16.6pp | 67.2%+19.0pp |
| Annual return | 16.52% | 15.66%+0.9pp | 9417.33%-9400.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,876 | $1,531+22.6% | $4,153-54.8% | $2,623-28.5% |
| Participant deferral / active EE | $2,536 | $2,794-9.3% | $4,168-39.2% | $4,346-41.6% |
| Admin fee / account holder | $75 | $2,633-97.1% | $7,715-99.0% | $1,942-96.1% |