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 | $9,488 | $148,534-93.6% | $135,903-93.0% | $139,434-93.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.96% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,598 | $5,243-69.5% | $4,856-67.1% | $4,751-66.4% |
| Participant deferral / active EE | $4,108 | $8,100-49.3% | $7,758-47.0% | $6,710-38.8% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |