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 | $3,095 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 31.94% | 37.96%-6.0pp | 58.88%-26.9pp | 40.90%-9.0pp |
| Employer contribution / active EE | $719 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $1,206 | $3,303-63.5% | $5,540-78.2% | $4,212-71.4% |
| Admin fee / account holder | $60 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |