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 7-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 | $11,222 | $49,227-77.2% | $70,449-84.1% | $79,858-85.9% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 31.78% | 30.06%+1.7pp | 109.03%-77.2pp | 31.71%+0.1pp |
| Employer contribution / active EE | $1,784 | $2,099-15.0% | $2,737-34.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,212 | $2,768+16.1% | $3,709-13.4% | $3,740-14.1% |
| Admin fee / account holder | $94 | $2,878-96.7% | $3,845-97.6% | $5,306-98.2% |