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 | $21,133 | $149,734-85.9% | $118,925-82.2% | $158,922-86.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 28.20% | 19.95%+8.3pp | 35.88%-7.7pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,110 | $4,115-48.7% | $3,263-35.3% | $4,761-55.7% |
| Participant deferral / active EE | $5,570 | $5,223+6.6% | $4,265+30.6% | $5,982-6.9% |
| Admin fee / account holder | $59 | $8,603-99.3% | $6,581-99.1% | $11,246-99.5% |