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 8-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 | $20,312 | $165,335-87.7% | $149,696-86.4% | $158,922-87.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.19% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,905 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $5,371 | $7,181-25.2% | $6,842-21.5% | $5,982-10.2% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |