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 | $4,318 | $177,572-97.6% | $154,803-97.2% | $142,382-97.0% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 25.71% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,215 | $4,810-74.7% | $4,305-71.8% | $4,299-71.7% |
| Participant deferral / active EE | $2,371 | $6,272-62.2% | $5,540-57.2% | $6,507-63.6% |
| Admin fee / account holder | $221 | $16,786-98.7% | $14,329-98.5% | $12,624-98.2% |