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 | $17,733 | $165,335-89.3% | $149,696-88.2% | $158,922-88.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 36.25% | 348.15%-311.9pp | 276.60%-240.3pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,232 | $5,103-75.9% | $4,644-73.5% | $4,761-74.1% |
| Participant deferral / active EE | $9,721 | $7,181+35.4% | $6,842+42.1% | $5,982+62.5% |
| Admin fee / account holder | $102 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |