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 10-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 | $5,438 | $98,240-94.5% | $82,313-93.4% | $147,584-96.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 19.86% | 30.85%-11.0pp | 25.88%-6.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,199 | $3,192-31.1% | $2,428-9.5% | $4,876-54.9% |
| Participant deferral / active EE | $1,465 | $4,383-66.6% | $3,706-60.5% | $5,439-73.1% |
| Admin fee / account holder | $127 | $8,563-98.5% | $5,608-97.7% | $10,885-98.8% |