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 | $4,758 | $95,416-95.0% | $185,823-97.4% | $85,850-94.5% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.2pp | 69.3%+23.5pp |
| Annual return | 15.50% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,265 | $3,314-61.8% | $5,167-75.5% | $2,565-50.7% |
| Participant deferral / active EE | $2,953 | $3,423-13.8% | $5,568-47.0% | $3,952-25.3% |
| Admin fee / account holder | $162 | $7,213-97.8% | $16,237-99.0% | $6,260-97.4% |