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 3-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 | $8,354 | $117,841-92.9% | $102,423-91.8% | $145,922-94.3% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 14.17% | 31.65%-17.5pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,284 | $3,615-64.5% | $3,023-57.5% | $4,660-72.4% |
| Participant deferral / active EE | $2,123 | $5,731-62.9% | $5,053-58.0% | $6,688-68.2% |
| Admin fee / account holder | $185 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |