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 9-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 | $16,057 | $165,335-90.3% | $149,696-89.3% | $158,922-89.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.21% | 348.15%-322.9pp | 276.60%-251.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,906 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $7,240 | $7,181+0.8% | $6,842+5.8% | $5,982+21.0% |
| Admin fee / account holder | $296 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |