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 | $21,347 | $127,777-83.3% | $106,548-80.0% | $167,490-87.3% |
| Participation rate | 73.9% | 78.3%-4.4pp | 76.1%-2.2pp | 82.1%-8.2pp |
| Annual return | 12.97% | 33.87%-20.9pp | 26.80%-13.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,982 | $3,427-42.2% | $2,819-29.7% | $4,837-59.0% |
| Participant deferral / active EE | $2,604 | $5,087-48.8% | $4,398-40.8% | $6,341-58.9% |
| Admin fee / account holder | $114 | $11,228-99.0% | $7,407-98.5% | $12,309-99.1% |