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 5-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 | $13,995 | $86,929-83.9% | $102,423-86.3% | $80,856-82.7% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 13.27% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,205 | $2,369-49.2% | $3,023-60.2% | $2,755-56.3% |
| Participant deferral / active EE | $2,274 | $4,118-44.8% | $5,053-55.0% | $4,296-47.1% |
| Admin fee / account holder | $11 | $8,049-99.9% | $9,451-99.9% | $6,918-99.8% |