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 9-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 | $4,783 | $69,518-93.1% | $59,878-92.0% | $135,375-96.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | 11.71% | 7.94%+3.8pp | 3.46%+8.2pp | 519.73%-508.0pp |
| Employer contribution / active EE | $643 | $3,235-80.1% | $2,722-76.4% | $4,779-86.5% |
| Participant deferral / active EE | $2,115 | $4,206-49.7% | $3,402-37.8% | $5,609-62.3% |
| Admin fee / account holder | $86 | $5,734-98.5% | $3,590-97.6% | $10,827-99.2% |