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 | $10,235 | $77,419-86.8% | $69,455-85.3% | $152,861-93.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 74.6%-3.2pp | 82.4%-11.0pp |
| Annual return | 38.18% | 39.06%-0.9pp | 28.97%+9.2pp | 345.32%-307.1pp |
| Employer contribution / active EE | $2,156 | $3,315-35.0% | $2,779-22.4% | $4,762-54.7% |
| Participant deferral / active EE | $4,779 | $4,414+8.3% | $3,535+35.2% | $5,850-18.3% |
| Admin fee / account holder | $77 | $6,207-98.8% | $3,839-98.0% | $11,596-99.3% |