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 | $8,251 | $183,519-95.5% | $155,509-94.7% | $145,922-94.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.26% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,369 | $5,313-74.2% | $4,672-70.7% | $4,660-70.6% |
| Participant deferral / active EE | $2,043 | $6,462-68.4% | $5,626-63.7% | $6,688-69.4% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |