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 | $19,765 | $135,952-85.5% | $123,892-84.0% | $273,961-92.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 16.68% | 56.63%-39.9pp | 47.52%-30.8pp | 41.45%-24.8pp |
| Employer contribution / active EE | $1,878 | $5,170-63.7% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $5,258 | $6,343-17.1% | $5,984-12.1% | $5,287-0.6% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |