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 | $6,351 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 22.47% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,055 | $2,761-61.8% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $2,431 | $3,303-26.4% | $5,540-56.1% | $4,212-42.3% |
| Admin fee / account holder | $129 | $6,746-98.1% | $14,329-99.1% | $7,344-98.2% |