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 | $19,920 | $101,724-80.4% | $164,813-87.9% | $80,856-75.4% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.6%+21.0pp |
| Annual return | 15.41% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,780 | $2,953-39.7% | $4,341-59.0% | $2,755-35.4% |
| Participant deferral / active EE | $2,139 | $4,477-52.2% | $6,031-64.5% | $4,296-50.2% |
| Admin fee / account holder | $228 | $8,227-97.2% | $12,690-98.2% | $6,918-96.7% |