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 | $10,600 | $117,983-91.0% | $101,794-89.6% | $142,382-92.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 20.40% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,545 | $2,773-44.3% | $2,289-32.5% | $4,299-64.1% |
| Participant deferral / active EE | $2,024 | $4,714-57.1% | $4,084-50.4% | $6,507-68.9% |
| Admin fee / account holder | $147 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |