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 8-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 | $15,411 | $65,365-76.4% | $92,893-83.4% | $72,985-78.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 40.39% | 42.10%-1.7pp | 109.41%-69.0pp | 81.00%-40.6pp |
| Employer contribution / active EE | $3,127 | $2,594+20.6% | $3,653-14.4% | $2,440+28.2% |
| Participant deferral / active EE | $4,509 | $3,128+44.1% | $4,236+6.4% | $3,607+25.0% |
| Admin fee / account holder | $182 | $4,251-95.7% | $5,794-96.9% | $5,124-96.5% |