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 | $5,330 | $106,515-95.0% | $96,683-94.5% | $139,434-96.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 20.27% | 38.43%-18.2pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,127 | $4,103-72.5% | $3,737-69.8% | $4,751-76.3% |
| Participant deferral / active EE | $1,395 | $5,454-74.4% | $4,878-71.4% | $6,710-79.2% |
| Admin fee / account holder | $62 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |