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 | $17,054 | $73,933-76.9% | $96,683-82.4% | $75,163-77.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 15.56% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,296 | $2,928+115.0% | $3,737+68.5% | $2,670+135.8% |
| Participant deferral / active EE | $1,763 | $3,659-51.8% | $4,878-63.9% | $4,125-57.3% |
| Admin fee / account holder | $225 | $5,216-95.7% | $6,730-96.7% | $5,651-96.0% |