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 | $10,839 | $228,332-95.3% | $185,823-94.2% | $158,922-93.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 20.09% | 40.80%-20.7pp | 35.95%-15.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $896 | $4,967-82.0% | $4,087-78.1% | $4,761-81.2% |
| Participant deferral / active EE | $1,925 | $6,415-70.0% | $5,632-65.8% | $5,982-67.8% |
| Admin fee / account holder | $248 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |