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 5-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 | $15,619 | $117,841-86.7% | $102,423-84.8% | $145,922-89.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.45% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,301 | $3,615-64.0% | $3,023-57.0% | $4,660-72.1% |
| Participant deferral / active EE | $1,920 | $5,731-66.5% | $5,053-62.0% | $6,688-71.3% |
| Admin fee / account holder | $127 | $13,326-99.0% | $9,451-98.7% | $13,397-99.1% |