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 | $6,097 | $127,065-95.2% | $113,168-94.6% | $142,382-95.7% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 29.35% | 24.03%+5.3pp | 24.27%+5.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,298 | $3,442-62.3% | $2,975-56.4% | $4,299-69.8% |
| Participant deferral / active EE | $2,870 | $5,716-49.8% | $5,107-43.8% | $6,507-55.9% |
| Admin fee / account holder | $254 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |