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 | $13,156 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 27.17% | 166.71%-139.5pp | 134.42%-107.2pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,817 | $5,474-48.5% | $4,818-41.5% | $4,751-40.7% |
| Participant deferral / active EE | $6,324 | $6,519-3.0% | $5,680+11.3% | $6,710-5.8% |
| Admin fee / account holder | $188 | $16,150-98.8% | $13,210-98.6% | $11,403-98.4% |