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 9-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 | $5,442 | $77,419-93.0% | $69,455-92.2% | $152,861-96.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 20.61% | 39.06%-18.4pp | 28.97%-8.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,320 | $3,315-60.2% | $2,779-52.5% | $4,762-72.3% |
| Participant deferral / active EE | $1,522 | $4,414-65.5% | $3,535-56.9% | $5,850-74.0% |
| Admin fee / account holder | $77 | $6,207-98.8% | $3,839-98.0% | $11,596-99.3% |