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 | $12,473 | $176,812-92.9% | $146,665-91.5% | $167,490-92.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 21.75% | 24.03%-2.3pp | 22.74%-1.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,095 | $5,160-78.8% | $4,136-73.5% | $4,837-77.4% |
| Participant deferral / active EE | $3,676 | $6,440-42.9% | $5,506-33.2% | $6,341-42.0% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |