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 | $11,530 | $167,484-93.1% | $151,611-92.4% | $134,475-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.35% | 7.80%+7.5pp | 3.33%+12.0pp | 417.96%-402.6pp |
| Employer contribution / active EE | $1,528 | $6,829-77.6% | $6,166-75.2% | $4,740-67.8% |
| Participant deferral / active EE | $4,586 | $8,986-49.0% | $8,363-45.2% | $6,400-28.3% |
| Admin fee / account holder | $101 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |