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 | $9,532 | $126,574-92.5% | $106,213-91.0% | $145,922-93.5% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+15.0pp |
| Annual return | 14.44% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,534 | $3,730-58.9% | $3,171-51.6% | $4,660-67.1% |
| Participant deferral / active EE | $2,052 | $5,724-64.2% | $5,016-59.1% | $6,688-69.3% |
| Admin fee / account holder | $150 | $17,304-99.1% | $11,033-98.6% | $13,397-98.9% |