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 | $10,742 | $176,812-93.9% | $146,665-92.7% | $167,490-93.6% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 18.97% | 24.03%-5.1pp | 22.74%-3.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,753 | $5,160-66.0% | $4,136-57.6% | $4,837-63.8% |
| Participant deferral / active EE | $4,059 | $6,440-37.0% | $5,506-26.3% | $6,341-36.0% |
| Admin fee / account holder | $146 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |