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 10-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 | $19,506 | $232,540-91.6% | $185,117-89.5% | $147,584-86.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.71% | 43.03%-31.3pp | 40.50%-28.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $968 | $5,195-81.4% | $4,182-76.9% | $4,876-80.2% |
| Participant deferral / active EE | $1,438 | $5,834-75.4% | $5,045-71.5% | $5,439-73.6% |
| Admin fee / account holder | $236 | $10,275-97.7% | $8,159-97.1% | $10,885-97.8% |