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 | $11,664 | $154,117-92.4% | $129,995-91.0% | $139,434-91.6% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 35.54% | 32.48%+3.1pp | -137.18%+172.7pp | 372.94%-337.4pp |
| Employer contribution / active EE | $1,520 | $5,289-71.3% | $4,320-64.8% | $4,751-68.0% |
| Participant deferral / active EE | $3,310 | $6,710-50.7% | $5,820-43.1% | $6,710-50.7% |
| Admin fee / account holder | $76 | $14,007-99.5% | $10,614-99.3% | $11,403-99.3% |