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 | $7,060 | $95,803-92.6% | $113,168-93.8% | $84,808-91.7% |
| Participation rate | 83.0% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.7pp |
| Annual return | 24.73% | 25.00%-0.3pp | 24.27%+0.5pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,461 | $2,360-38.1% | $2,975-50.9% | $2,631-44.5% |
| Participant deferral / active EE | $2,922 | $4,242-31.1% | $5,107-42.8% | $4,212-30.6% |
| Admin fee / account holder | $238 | $8,989-97.4% | $12,068-98.0% | $7,344-96.8% |