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 | $9,578 | $111,754-91.4% | $103,333-90.7% | $145,922-93.4% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $964 | $4,212-77.1% | $3,868-75.1% | $4,660-79.3% |
| Participant deferral / active EE | $1,642 | $5,619-70.8% | $5,057-67.5% | $6,688-75.4% |
| Admin fee / account holder | $157 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |