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 | $20,360 | $135,952-85.0% | $123,892-83.6% | $273,961-92.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 19.46% | 56.63%-37.2pp | 47.52%-28.1pp | 41.45%-22.0pp |
| Employer contribution / active EE | $3,936 | $5,170-23.9% | $4,617-14.8% | $4,869-19.2% |
| Participant deferral / active EE | $5,709 | $6,343-10.0% | $5,984-4.6% | $5,287+8.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |