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 | $15,002 | $148,534-89.9% | $135,903-89.0% | $139,434-89.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 20.25% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,514 | $5,243-71.1% | $4,856-68.8% | $4,751-68.1% |
| Participant deferral / active EE | $2,822 | $8,100-65.2% | $7,758-63.6% | $6,710-57.9% |
| Admin fee / account holder | $93 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |