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 7-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 | $13,588 | $124,281-89.1% | $109,143-87.6% | $167,490-91.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 17.58% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,431 | $4,207-66.0% | $3,722-61.5% | $4,837-70.4% |
| Participant deferral / active EE | $2,984 | $5,255-43.2% | $4,653-35.9% | $6,341-52.9% |
| Admin fee / account holder | $36 | $7,970-99.5% | $6,752-99.5% | $12,309-99.7% |