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 4-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 | $10,078 | $127,065-92.1% | $113,168-91.1% | $142,382-92.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 21.37% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,293 | $3,442-62.4% | $2,975-56.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,656 | $5,716-53.5% | $5,107-48.0% | $6,507-59.2% |
| Admin fee / account holder | $184 | $15,736-98.8% | $12,068-98.5% | $12,624-98.5% |