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 | $3,137 | $133,922-97.7% | $116,228-97.3% | $142,382-97.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 10.70% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,579 | $3,446-54.2% | $2,994-47.3% | $4,299-63.3% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $6 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |