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 | $12,513 | $124,281-89.9% | $109,143-88.5% | $167,490-92.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 20.98% | 26.04%-5.1pp | 25.75%-4.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,566 | $4,207-62.8% | $3,722-57.9% | $4,837-67.6% |
| Participant deferral / active EE | $3,045 | $5,255-42.1% | $4,653-34.6% | $6,341-52.0% |
| Admin fee / account holder | $275 | $7,970-96.6% | $6,752-95.9% | $12,309-97.8% |