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 | $10,535 | $77,730-86.4% | $70,164-85.0% | $139,434-92.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.83% | 18.98%+5.9pp | 18.87%+6.0pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,389 | $4,990-52.1% | $4,287-44.3% | $4,751-49.7% |
| Participant deferral / active EE | $3,350 | $6,448-48.0% | $5,395-37.9% | $6,710-50.1% |
| Admin fee / account holder | $24 | $5,368-99.6% | $4,561-99.5% | $11,403-99.8% |