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 | $18,715 | $176,056-89.4% | $159,436-88.3% | $167,490-88.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.93% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,002 | $5,297-62.2% | $4,829-58.5% | $4,837-58.6% |
| Participant deferral / active EE | $3,026 | $7,750-61.0% | $7,352-58.8% | $6,341-52.3% |
| Admin fee / account holder | $289 | $12,554-97.7% | $10,799-97.3% | $12,309-97.7% |