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 | $5,325 | $96,635-94.5% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 73.9% | 74.4%-0.5pp | 71.7%+2.2pp | 80.3%-6.4pp |
| Annual return | 18.77% | 106.41%-87.6pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $617 | $3,263-81.1% | $3,022-79.6% | $4,751-87.0% |
| Participant deferral / active EE | $1,807 | $4,836-62.6% | $4,438-59.3% | $6,710-73.1% |
| Admin fee / account holder | $232 | $6,408-96.4% | $5,614-95.9% | $11,403-98.0% |