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 | $15,141 | $81,460-81.4% | $103,333-85.3% | $80,856-81.3% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.10% | 25.55%-11.4pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,881 | $3,105-39.4% | $3,868-51.4% | $2,755-31.7% |
| Participant deferral / active EE | $3,256 | $3,869-15.8% | $5,057-35.6% | $4,296-24.2% |
| Admin fee / account holder | $61 | $6,566-99.1% | $8,355-99.3% | $6,918-99.1% |