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 10-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 | $18,948 | $228,332-91.7% | $185,823-89.8% | $158,922-88.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 16.82% | 40.80%-24.0pp | 35.95%-19.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,948 | $4,967-60.8% | $4,087-52.3% | $4,761-59.1% |
| Participant deferral / active EE | $3,857 | $6,415-39.9% | $5,632-31.5% | $5,982-35.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |