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 | $10,830 | $85,006-87.3% | $76,190-85.8% | $145,922-92.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 13.11%+0.2pp | 13.78%-0.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,846 | $5,265-64.9% | $4,578-59.7% | $4,660-60.4% |
| Participant deferral / active EE | $2,464 | $6,392-61.5% | $5,474-55.0% | $6,688-63.2% |
| Admin fee / account holder | $22 | $5,760-99.6% | $5,123-99.6% | $13,397-99.8% |