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 | $13,585 | $214,378-93.7% | $200,582-93.2% | $142,382-90.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.12% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,464 | $6,841-78.6% | $6,419-77.2% | $4,299-65.9% |
| Participant deferral / active EE | $3,896 | $9,865-60.5% | $9,331-58.3% | $6,507-40.1% |
| Admin fee / account holder | $120 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |