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 6-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 | $10,561 | $79,944-86.8% | $98,439-89.3% | $75,163-85.9% |
| Participation rate | 90.3% | 70.4%+20.0pp | 75.2%+15.2pp | 67.2%+23.1pp |
| Annual return | 22.44% | 19.75%+2.7pp | 21.16%+1.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,145 | $2,264-49.4% | $3,048-62.4% | $2,670-57.1% |
| Participant deferral / active EE | $2,273 | $3,752-39.4% | $4,738-52.0% | $4,125-44.9% |
| Admin fee / account holder | $210 | $6,840-96.9% | $8,948-97.7% | $5,651-96.3% |