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 | $5,991 | $117,983-94.9% | $101,794-94.1% | $142,382-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.91% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $891 | $2,773-67.9% | $2,289-61.1% | $4,299-79.3% |
| Participant deferral / active EE | $1,327 | $4,714-71.8% | $4,084-67.5% | $6,507-79.6% |
| Admin fee / account holder | $87 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |