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 | $9,124 | $82,882-89.0% | $127,761-92.9% | $72,985-87.5% |
| Participation rate | 93.1% | 71.5%+21.6pp | 79.0%+14.1pp | 69.5%+23.6pp |
| Annual return | 25.81% | 32.20%-6.4pp | 26.14%-0.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,821 | $4,791+0.6% | $6,021-19.9% | $3,607+33.6% |
| Admin fee / account holder | $143 | $6,487-97.8% | $9,395-98.5% | $5,124-97.2% |