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 3-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 | $16,684 | $175,202-90.5% | $149,673-88.9% | $139,434-88.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 20.81% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,788 | $5,474-67.3% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $5,958 | $6,519-8.6% | $5,680+4.9% | $6,710-11.2% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |