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 | $159,602-92.8% | $150,045-92.3% | $142,382-91.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,156 | $4,961-76.7% | $4,693-75.4% | $4,299-73.1% |
| Participant deferral / active EE | $3,005 | $8,310-63.8% | $7,997-62.4% | $6,507-53.8% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |