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 | $23,777 | $86,929-72.6% | $102,423-76.8% | $80,856-70.6% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 14.91% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,966 | $2,369-17.0% | $3,023-35.0% | $2,755-28.6% |
| Participant deferral / active EE | $2,382 | $4,118-42.2% | $5,053-52.9% | $4,296-44.6% |
| Admin fee / account holder | $13 | $8,049-99.8% | $9,451-99.9% | $6,918-99.8% |