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 10-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 | $23,165 | $162,781-85.8% | $133,956-82.7% | $158,922-85.4% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 38.49% | 41.94%-3.5pp | 45.09%-6.6pp | 302.83%-264.3pp |
| Employer contribution / active EE | $4,333 | $4,975-12.9% | $3,919+10.6% | $4,761-9.0% |
| Participant deferral / active EE | $2,115 | $5,911-64.2% | $5,048-58.1% | $5,982-64.7% |
| Admin fee / account holder | $58 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |