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 | $20,343 | $162,781-87.5% | $133,956-84.8% | $158,922-87.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 13.53% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,189 | $4,975-76.1% | $3,919-69.7% | $4,761-75.0% |
| Participant deferral / active EE | $3,668 | $5,911-37.9% | $5,048-27.3% | $5,982-38.7% |
| Admin fee / account holder | $52 | $11,736-99.6% | $8,927-99.4% | $11,246-99.5% |