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 6-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 | $10,314 | $73,933-86.0% | $96,683-89.3% | $75,163-86.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 24.36% | 26.70%-2.3pp | 35.69%-11.3pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,662 | $2,928-43.2% | $3,737-55.5% | $2,670-37.7% |
| Participant deferral / active EE | $2,898 | $3,659-20.8% | $4,878-40.6% | $4,125-29.7% |
| Admin fee / account holder | $113 | $5,216-97.8% | $6,730-98.3% | $5,651-98.0% |