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 4-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 | $9,425 | $103,966-90.9% | $112,887-91.7% | $75,163-87.5% |
| Participation rate | 71.8% | 75.7%-3.9pp | 80.5%-8.7pp | 67.2%+4.6pp |
| Annual return | 27.06% | 24.54%+2.5pp | 34.10%-7.0pp | 160.62%-133.6pp |
| Employer contribution / active EE | $1,292 | $3,870-66.6% | $4,563-71.7% | $2,670-51.6% |
| Participant deferral / active EE | $2,904 | $5,456-46.8% | $6,513-55.4% | $4,125-29.6% |
| Admin fee / account holder | $293 | $7,663-96.2% | $7,047-95.8% | $5,651-94.8% |