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 8-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 | $5,394 | $127,264-95.8% | $109,895-95.1% | $167,490-96.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.55% | 22.97%-10.4pp | 29.45%-16.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $734 | $3,322-77.9% | $2,842-74.2% | $4,837-84.8% |
| Participant deferral / active EE | $2,594 | $4,514-42.5% | $4,048-35.9% | $6,341-59.1% |
| Admin fee / account holder | $230 | $7,114-96.8% | $6,066-96.2% | $12,309-98.1% |