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 3-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 | $5,951 | $179,726-96.7% | $156,263-96.2% | $142,382-95.8% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 27.32% | 77.86%-50.5pp | 59.47%-32.1pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,165 | $5,069-77.0% | $4,333-73.1% | $4,299-72.9% |
| Participant deferral / active EE | $2,479 | $6,956-64.4% | $6,158-59.8% | $6,507-61.9% |
| Admin fee / account holder | $85 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |