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 9-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 | $19,720 | $201,272-90.2% | $184,203-89.3% | $145,922-86.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 23.41% | 29.00%-5.6pp | 28.81%-5.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,169 | $7,022-69.1% | $6,427-66.3% | $4,660-53.4% |
| Participant deferral / active EE | $3,336 | $9,806-66.0% | $9,131-63.5% | $6,688-50.1% |
| Admin fee / account holder | $179 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |